Pettinga Financial 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
Pettinga Financial Advisors LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$266,875
-37.9%
6,075
-40.6%
0.07%
-38.5%
Q1 2024$429,553
+10.3%
10,225
+2.5%
0.11%
+4.8%
Q4 2023$389,520
-53.8%
9,980
-58.6%
0.10%
-59.2%
Q3 2023$843,994
+123.5%
24,121
+132.5%
0.26%
+127.7%
Q2 2023$377,547
-22.3%
10,375
-20.2%
0.11%
-26.3%
Q1 2023$485,997
-35.6%
13,005
-40.4%
0.15%
-38.2%
Q4 2022$754,754
+7.8%
21,820
-1.7%
0.25%
+2.1%
Q3 2022$700,000
-11.7%
22,200
-4.0%
0.24%
+1.3%
Q2 2022$793,000
-14.1%
23,121
-7.8%
0.24%
+3.0%
Q1 2022$923,000
+2.0%
25,071
-3.6%
0.23%
+5.0%
Q4 2021$905,000
+0.7%
25,998
-3.4%
0.22%
-3.9%
Q3 2021$899,000
-11.7%
26,918
-10.9%
0.23%
-16.1%
Q2 2021$1,018,00030,1960.27%
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