Omnia Family Wealth, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Omnia Family Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,190,277
-20.0%
148,336
-16.8%
3.22%
-27.0%
Q2 2023$6,488,628
-9.9%
178,308
-7.4%
4.41%
-20.4%
Q1 2023$7,198,060
+8.0%
192,6160.0%5.54%
+2.7%
Q4 2022$6,662,587
+121.2%
192,616
+101.6%
5.39%
+117.8%
Q3 2022$3,012,000
-8.1%
95,5230.0%2.48%
+2.7%
Q2 2022$3,277,000
-8.2%
95,523
-1.4%
2.41%
+1.8%
Q1 2022$3,569,000
+5.4%
96,914
-0.3%
2.37%
+15.1%
Q4 2021$3,385,000
+4.9%
97,245
+0.7%
2.06%
-7.3%
Q3 2021$3,228,000
-0.9%
96,608
-0.0%
2.22%
+6.6%
Q2 2021$3,258,00096,6362.08%
Other shareholders
ISHARES GOLD TR shareholders Q4 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