Insight Wealth Partners, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
Insight Wealth Partners, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,210,816
-4.8%
148,923
-1.0%
1.01%
-20.6%
Q2 2023$5,472,728
-13.9%
150,391
-11.6%
1.27%
-11.0%
Q1 2023$6,354,993
+7.2%
170,056
-0.8%
1.43%
-67.8%
Q4 2022$5,928,103
+9.8%
171,382
+0.0%
4.43%
-13.0%
Q3 2022$5,401,000
-13.6%
171,312
-6.0%
5.10%
+8.4%
Q2 2022$6,252,000
-6.2%
182,223
+0.7%
4.70%
+27.0%
Q1 2022$6,662,000
+6.5%
180,886
+0.7%
3.70%
+216.5%
Q4 2021$6,254,000
+5.4%
179,672
+1.2%
1.17%
-63.2%
Q3 2021$5,932,000
-10.1%
177,559
-9.3%
3.18%
-9.5%
Q2 2021$6,600,000195,8013.51%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
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