Patriot Financial Group Insurance Agency, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,068,210
+12.4%
30,529
+16.9%
0.22%
+23.5%
Q2 2023$950,507
+155.4%
26,120
+162.2%
0.18%
+138.7%
Q1 2023$372,205
+74.9%
9,960
+61.8%
0.08%
+158.6%
Q4 2022$212,867
+1.9%
6,154
-7.2%
0.03%
-43.1%
Q3 2022$209,000
-29.9%
6,631
-23.6%
0.05%
-15.0%
Q2 2022$298,000
-2.3%
8,683
+5.0%
0.06%
+11.1%
Q1 2022$305,000
-30.0%
8,271
-34.0%
0.05%
-25.0%
Q4 2021$436,000
-21.3%
12,529
-24.5%
0.07%
-26.5%
Q3 2021$554,000
+4.1%
16,595
+5.2%
0.10%
+1.0%
Q2 2021$532,00015,7820.10%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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