Merit Financial Group, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Merit Financial Group, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$301,715
-28.4%
8,623
-25.5%
0.01%
-28.6%
Q2 2023$421,356
+0.5%
11,579
+3.2%
0.01%
-6.7%
Q1 2023$419,231
-1.4%
11,218
-8.7%
0.02%0.0%
Q4 2022$425,159
+38.9%
12,291
+26.6%
0.02%
+15.4%
Q3 2022$306,000
-25.5%
9,710
-19.0%
0.01%0.0%
Q2 2022$411,000
+18.1%
11,981
+27.0%
0.01%
-38.1%
Q1 2022$348,000
+4.2%
9,437
-1.6%
0.02%
-36.4%
Q4 2021$334,000
+4.4%
9,5900.0%0.03%0.0%
Q3 2021$320,000
+46.1%
9,590
+47.9%
0.03%
+57.1%
Q2 2021$219,0006,4840.02%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
Private Harbour Investment Management & Counsel, LLC 243,175$8,197,0007.20%
View complete list of ISHARES GOLD TR shareholders