True North Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
True North Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$491,225
-26.0%
14,039
-23.1%
0.15%
-19.7%
Q2 2023$664,081
-2.6%
18,2490.0%0.19%
-6.5%
Q1 2023$681,965
+59.3%
18,249
+34.2%
0.20%
+43.6%
Q3 2022$428,000
-8.2%
13,5990.0%0.14%
-3.4%
Q2 2022$466,000
-6.8%
13,5990.0%0.14%
+8.2%
Q1 2022$500,000
+5.7%
13,5990.0%0.13%
+67.5%
Q4 2021$473,000
+4.2%
13,5990.0%0.08%
-10.1%
Q3 2021$454,000
-0.9%
13,5990.0%0.09%
-6.3%
Q2 2021$458,000
-8.8%
13,599
-50.9%
0.10%
-26.4%
Q4 2020$502,00027,6990.13%
Other shareholders
ISHARES GOLD TR shareholders Q2 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