CHOREO, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 826 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
CHOREO, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$4,708,089
+11.9%
106,867
+6.7%
0.08%
-26.9%
Q1 2024$4,208,436
+3.4%
100,177
-3.9%
0.11%
-1.8%
Q4 2023$4,068,097
+20.5%
104,230
+8.0%
0.11%
-7.6%
Q3 2023$3,376,010
-14.6%
96,485
-11.1%
0.12%
-11.9%
Q2 2023$3,951,590
-5.3%
108,590
-2.8%
0.14%
-8.2%
Q1 2023$4,174,640
+1244.9%
111,711
+1144.8%
0.15%
+880.0%
Q4 2022$310,411
+8.5%
8,974
-1.0%
0.02%
-6.2%
Q3 2022$286,000
-8.0%
9,0670.0%0.02%
-5.9%
Q2 2022$311,000
-6.9%
9,0670.0%0.02%0.0%
Q1 2022$334,000
+7.1%
9,067
+1.0%
0.02%
+13.3%
Q4 2021$312,000
+4.0%
8,9740.0%0.02%
-6.2%
Q3 2021$300,000
-2.6%
8,974
-1.9%
0.02%
-5.9%
Q2 2021$308,0009,1470.02%
Other shareholders
ISHARES GOLD TR shareholders Q2 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
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%
View complete list of ISHARES GOLD TR shareholders