Pensionmark Financial Group, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$454,870
-7.2%
13,000
-3.5%
0.09%
-5.3%
Q2 2023$489,991
-13.1%
13,465
-10.8%
0.10%
-19.5%
Q1 2023$564,100
+5.2%
15,095
-2.7%
0.12%
-4.1%
Q4 2022$536,387
-62.1%
15,507
-65.5%
0.12%
-63.4%
Q3 2022$1,417,000
-6.2%
44,929
-0.3%
0.34%
+6.0%
Q2 2022$1,510,000
+10.3%
45,050
+21.2%
0.32%
+11.6%
Q1 2022$1,369,000
+20.1%
37,169
+13.2%
0.28%
+19.3%
Q4 2021$1,140,000
+95.9%
32,839
+88.6%
0.24%
+80.3%
Q3 2021$582,000
+8.4%
17,411
+9.3%
0.13%
+7.3%
Q2 2021$537,00015,9360.12%
Other shareholders
ISHARES GOLD TR shareholders Q4 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