StrategIQ Financial Group, 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
StrategIQ Financial Group, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,892,776
-3.8%
139,8340.0%0.57%
-2.6%
Q2 2023$5,088,543
-2.6%
139,834
+0.0%
0.58%
-3.6%
Q1 2023$5,224,459
+6.7%
139,804
-1.2%
0.60%
+6.3%
Q4 2022$4,896,337
+9.7%
141,5540.0%0.57%0.0%
Q3 2022$4,463,000
-19.2%
141,554
-12.1%
0.57%
-15.2%
Q2 2022$5,523,000
-6.8%
160,9880.0%0.67%
+3.9%
Q1 2022$5,929,000
+5.7%
160,988
-0.1%
0.64%
+14.6%
Q4 2021$5,607,000161,0810.56%
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