Clearstead Trust, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Clearstead Trust, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$994,836
-1.1%
28,432
+3.0%
0.33%
+1.2%
Q2 2023$1,005,457
-2.1%
27,598
+0.4%
0.32%
-1.5%
Q1 2023$1,026,891
+108911.8%
27,479
+0.8%
0.33%
+4.5%
Q4 2022$942
-99.9%
27,249
-0.6%
0.31%
+4.3%
Q3 2022$864,000
+8540.0%
27,415
+9419.1%
0.30%
+3662.5%
Q2 2022$10,0002880.01%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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