Shepherd Financial Partners 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
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 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