Lido Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

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 Q2 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders