FLAGSHIP HARBOR ADVISORS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q1 2023$815,685
+4.1%
21,827
-3.7%
0.08%
-3.8%
Q4 2022$783,712
+7.4%
22,657
-2.1%
0.08%
-5.9%
Q3 2022$730,000
-14.3%
23,147
-6.8%
0.08%
-11.5%
Q2 2022$852,000
-6.6%
24,828
-5.3%
0.10%
+11.6%
Q4 2021$912,000
+14.7%
26,204
+11.0%
0.09%
+1.2%
Q3 2021$795,0000.0%23,5970.0%0.08%0.0%
Q2 2021$795,00023,5970.08%
Other shareholders
ISHARES GOLD TR shareholders Q3 2022
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