OneDigital Investment Advisors 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
OneDigital Investment Advisors LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$21,471,359
+5.7%
488,763
+1.1%
0.27%
-16.0%
Q1 2024$20,310,197
+7.4%
483,461
-0.2%
0.32%
-3.6%
Q4 2023$18,914,914
+9.7%
484,625
-1.6%
0.33%
-11.3%
Q3 2023$17,238,418
-3.5%
492,667
+0.4%
0.37%
-5.6%
Q2 2023$17,859,812
-1.5%
490,789
+1.2%
0.40%
-7.1%
Q1 2023$18,123,516
+5925.2%
484,975
+5477.0%
0.42%
+4622.2%
Q4 2022$300,795
+34.3%
8,696
+22.6%
0.01%
+12.5%
Q3 2022$224,000
-8.2%
7,091
-0.1%
0.01%
-20.0%
Q2 2022$244,000
+4.7%
7,099
+12.0%
0.01%
+11.1%
Q1 2022$233,000
-12.1%
6,338
-16.7%
0.01%0.0%
Q4 2021$265,000
-13.1%
7,612
-16.7%
0.01%
-25.0%
Q3 2021$305,000
-6.7%
9,140
-5.9%
0.01%
-7.7%
Q2 2021$327,0009,7130.01%
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