Mascoma Wealth Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$57,454
-4.0%
1,6420.0%0.02%0.0%
Q2 2023$59,867
+21.9%
1,642
+26.1%
0.02%
+28.6%
Q1 2023$49,098
+9.0%
1,3020.0%0.01%0.0%
Q4 2022$45,036
+9.8%
1,3020.0%0.01%0.0%
Q3 2022$41,000
-8.9%
1,3020.0%0.01%
-6.7%
Q2 2022$45,000
-2.2%
1,302
+4.2%
0.02%0.0%
Q1 2022$46,000
+4.5%
1,2500.0%0.02%0.0%
Q4 2021$44,000
+4.8%
1,2500.0%0.02%
-6.2%
Q3 2021$42,0001,2500.02%
Other shareholders
ISHARES GOLD TR shareholders Q4 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