Sunbelt Securities, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Sunbelt Securities, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$13,764,506
-14.1%
393,384
-10.7%
1.90%
-17.3%
Q2 2023$16,021,826
+27.0%
440,281
+31.1%
2.30%
+13.6%
Q1 2023$12,619,012
+16.3%
335,880
+7.1%
2.03%
-4.3%
Q4 2022$10,850,814
-7.2%
313,698
-15.4%
2.12%
-14.2%
Q3 2022$11,687,000
-11.9%
370,665
-4.2%
2.47%
-12.0%
Q2 2022$13,271,000
+6.4%
386,794
+14.0%
2.81%
+22.9%
Q1 2022$12,475,000
+6.9%
339,377
+1.0%
2.28%
+20.5%
Q4 2021$11,668,000
+8.5%
335,977
+7.7%
1.90%
-2.0%
Q3 2021$10,755,0000.0%311,9190.0%1.93%
-0.2%
Q2 2021$10,755,000311,9191.94%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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