NewEdge Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$6,564,584
-6.1%
187,613
-2.3%
0.07%
-8.9%
Q2 2023$6,987,807
+48.0%
192,025
+56.9%
0.08%
+33.9%
Q1 2023$4,720,957
+3.1%
122,378
-11.4%
0.06%
-52.4%
Q4 2022$4,581,101
+15.2%
138,183
+9.5%
0.12%
+90.8%
Q3 2022$3,978,000
-11.9%
126,147
-4.1%
0.06%
-13.3%
Q2 2022$4,515,000
+7.4%
131,565
+15.3%
0.08%
+10.3%
Q1 2022$4,203,000
-6.7%
114,121
-11.8%
0.07%0.0%
Q4 2021$4,505,000
+492.8%
129,427
+468.8%
0.07%
+257.9%
Q3 2021$760,000
+15.2%
22,754
+16.2%
0.02%
+5.6%
Q2 2021$660,00019,5760.02%
Other shareholders
ISHARES GOLD TR shareholders Q3 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