OSAIC HOLDINGS, INC. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$75,072,512
+12.2%
2,145,883
+16.8%
0.11%
-7.5%
Q2 2023$66,879,779
-2.1%
1,836,809
+0.8%
0.12%
-6.2%
Q1 2023$68,283,378
+19.2%
1,822,798
+10.0%
0.13%
+10.3%
Q4 2022$57,302,407
+45.4%
1,656,611
+32.5%
0.12%
+28.9%
Q3 2022$39,423,000
-13.9%
1,250,360
-6.3%
0.09%
-10.9%
Q2 2022$45,762,000
+156.3%
1,333,872
+175.1%
0.10%
+188.6%
Q1 2022$17,856,000
-56.2%
484,885
-58.7%
0.04%
-54.5%
Q4 2021$40,730,000
-14.0%
1,174,820
-17.1%
0.08%
-22.2%
Q3 2021$47,379,000
-12.5%
1,417,427
-11.7%
0.10%
-15.4%
Q2 2021$54,153,0001,605,6230.12%
Other shareholders
ISHARES GOLD TR shareholders Q1 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