Shepherd Financial Partners LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$262,724
-56.1%
7,509
-54.3%
0.04%
-55.9%
Q2 2023$597,782
+20.7%
16,427
+23.9%
0.09%
+12.0%
Q1 2023$495,232
+68.9%
13,253
+56.3%
0.08%
+56.6%
Q4 2022$293,243
+4.0%
8,479
-5.3%
0.05%
-3.6%
Q3 2022$282,000
-44.3%
8,958
-39.3%
0.06%
-44.4%
Q2 2022$506,000
-18.5%
14,757
-17.6%
0.10%
-8.3%
Q4 2021$621,000
-88.6%
17,908
-89.0%
0.11%
-89.8%
Q3 2021$5,462,000
-43.8%
163,036
-43.4%
1.06%
-42.9%
Q2 2021$9,715,000288,1941.85%
Other shareholders
ISHARES GOLD TR shareholders Q3 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