BerganKDV Wealth Management, 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
BerganKDV Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2023$414,555
-8.1%
11,392
-5.6%
0.04%
-10.9%
Q1 2023$451,206
+7.9%
12,074
-0.1%
0.05%
+2.2%
Q4 2022$418,193
-0.7%
12,090
-9.4%
0.04%
-10.0%
Q3 2022$421,000
-8.1%
13,3490.0%0.05%
-3.8%
Q2 2022$458,000
-6.9%
13,3490.0%0.05%
-1.9%
Q1 2022$492,000
-2.0%
13,349
-7.4%
0.05%
+1.9%
Q4 2021$502,000
+9.1%
14,422
+4.8%
0.05%0.0%
Q3 2021$460,000
+2.2%
13,764
+3.1%
0.05%
-1.9%
Q2 2021$450,00013,3490.05%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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