NWAM LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
NWAM LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$406,549
-35.0%
11,619
-32.4%
0.04%
-19.6%
Q2 2023$625,835
-9.5%
17,198
-7.0%
0.05%
-27.1%
Q1 2023$691,420
-14.0%
18,502
-20.4%
0.07%
-1.4%
Q4 2022$804,114
+9.7%
23,247
-0.1%
0.07%
+1.4%
Q3 2022$733,000
-6.3%
23,263
-0.2%
0.07%
-2.8%
Q2 2022$782,000
+16.9%
23,298
+28.2%
0.07%
+41.2%
Q1 2022$669,000
+19.9%
18,172
+13.3%
0.05%
+15.9%
Q4 2021$558,000
+5.1%
16,041
+1.0%
0.04%
-8.3%
Q3 2021$531,000
-5.0%
15,879
-4.3%
0.05%
-7.7%
Q2 2021$559,00016,5860.05%
Other shareholders
ISHARES GOLD TR shareholders Q3 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