Coastal Bridge Advisors, LLC - 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
Coastal Bridge Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,054,830
-3.8%
144,4650.0%1.36%
+5.2%
Q2 2023$5,257,081
-2.6%
144,4650.0%1.29%
-5.6%
Q1 2023$5,398,657
-2.9%
144,465
-10.2%
1.36%
-13.5%
Q4 2022$5,561,830
-2.7%
160,793
-11.3%
1.58%
+2.7%
Q3 2022$5,715,000
-37.1%
181,241
-31.5%
1.54%
-45.0%
Q2 2022$9,081,000
-31.4%
264,683
-26.4%
2.79%
-8.3%
Q1 2022$13,243,000
-6.1%
359,558
-11.3%
3.05%
+3.8%
Q4 2021$14,106,000
-7.1%
405,216
-10.8%
2.94%
-16.3%
Q3 2021$15,186,000
-7.4%
454,529
-6.6%
3.51%
+4.4%
Q2 2021$16,404,000486,6113.36%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
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