AllSquare Wealth Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$36,565
-5.8%
1,0450.0%0.02%
-4.0%
Q2 2023$38,811
-0.6%
1,0450.0%0.02%0.0%
Q1 2023$39,052
+8.0%
1,0450.0%0.02%0.0%
Q4 2022$36,147
+9.5%
1,0450.0%0.02%
+4.2%
Q3 2022$33,000
-8.3%
1,0450.0%0.02%0.0%
Q2 2022$36,000
-5.3%
1,0450.0%0.02%
+4.3%
Q1 2022$38,000
+5.6%
1,0450.0%0.02%
+9.5%
Q4 2021$36,000
+2.9%
1,0450.0%0.02%0.0%
Q3 2021$35,0000.0%1,0450.0%0.02%
+5.0%
Q2 2021$35,0001,0450.02%
Other shareholders
ISHARES GOLD TR shareholders Q3 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