Capital Asset Advisory Services LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$34,361,698
-4.9%
968,481
-0.7%
2.35%
-6.6%
Q2 2023$36,117,926
-23.7%
975,633
-23.0%
2.52%
-28.4%
Q1 2023$47,335,209
+3.5%
1,266,663
-3.5%
3.52%
-3.6%
Q4 2022$45,753,267
+9.8%
1,312,385
-0.7%
3.65%
-32.7%
Q3 2022$41,677,000
-3.3%
1,321,812
+5.2%
5.42%
+14.2%
Q2 2022$43,100,000
-7.2%
1,256,187
-0.4%
4.75%
-3.9%
Q1 2022$46,452,000
+8.6%
1,261,267
+2.7%
4.94%
+8.9%
Q4 2021$42,768,000
+6.9%
1,228,624
+2.6%
4.54%
+1.9%
Q3 2021$39,990,000
-1.2%
1,196,937
-0.3%
4.45%
+0.2%
Q2 2021$40,489,0001,201,0924.44%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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