Pettinga Financial Advisors LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Pettinga Financial Advisors LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
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 Q4 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders