Lido Advisors, 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
Lido Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,924,968
-1.1%
112,174
+2.9%
0.03%
+7.1%
Q2 2023$3,966,874
+39.8%
109,010
+43.6%
0.03%0.0%
Q1 2023$2,837,466
+17.1%
75,929
+8.4%
0.03%
-3.4%
Q4 2022$2,423,652
+9.1%
70,068
-0.6%
0.03%
+3.6%
Q3 2022$2,222,000
+2.7%
70,489
+11.7%
0.03%
-3.4%
Q2 2022$2,164,000
+21.0%
63,078
+22.7%
0.03%
+52.6%
Q4 2021$1,789,000
+4.5%
51,398
+0.3%
0.02%
-20.8%
Q3 2021$1,712,000
+692.6%
51,253
+699.2%
0.02%
+700.0%
Q2 2021$216,0006,4130.00%
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