Independent Advisor Alliance - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$496,158
-2.2%
14,180
+1.7%
0.02%0.0%
Q2 2023$507,533
-4.2%
13,947
-1.6%
0.02%
-15.4%
Q1 2023$529,608
+94982.2%
14,172
-12.0%
0.03%
Q4 2022$557
-99.9%
16,102
-8.3%
0.00%
-100.0%
Q3 2022$554,000
-56.2%
17,561
-52.3%
0.03%
-54.9%
Q2 2022$1,264,000
-15.5%
36,836
-14.2%
0.07%
-4.1%
Q4 2021$1,495,000
+142.7%
42,938
+133.0%
0.07%
+117.6%
Q3 2021$616,000
-5.2%
18,426
-4.4%
0.03%
-5.6%
Q2 2021$650,00019,2720.04%
Other shareholders
ISHARES GOLD TR shareholders Q1 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