BEACON INVESTMENT ADVISORY SERVICES, INC. - 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
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$37,266,835
-5.6%
1,065,071
-1.8%
1.84%
+0.9%
Q2 2023$39,466,629
-2.0%
1,084,546
+0.6%
1.82%
-7.1%
Q1 2023$40,270,436
+7.7%
1,077,614
-0.4%
1.96%
+2.2%
Q4 2022$37,407,874
+9.0%
1,081,465
-0.7%
1.92%
+1.4%
Q3 2022$34,330,000
-9.0%
1,088,799
-1.0%
1.89%
-4.0%
Q2 2022$37,740,000
-8.2%
1,099,970
-1.4%
1.97%
+12.2%
Q1 2022$41,098,000
+5.4%
1,115,880
-0.4%
1.75%
+15.8%
Q4 2021$38,987,000
+10.5%
1,119,999
+6.1%
1.51%
+3.6%
Q3 2021$35,281,000
+3.6%
1,056,000
+4.5%
1.46%
+5.9%
Q2 2021$34,052,0001,010,1471.38%
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