Crescent Grove Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
Crescent Grove Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,836,219
-2.6%
81,058
+1.3%
0.35%
+13.1%
Q2 2023$2,910,982
-2.2%
79,994
+0.4%
0.31%
-9.6%
Q1 2023$2,976,558
+9.0%
79,651
+0.9%
0.34%
+21.5%
Q4 2022$2,730,120
+9.2%
78,928
-0.5%
0.28%
-1.7%
Q3 2022$2,501,000
-6.7%
79,329
+1.5%
0.29%
+2.5%
Q2 2022$2,681,000
-12.4%
78,135
-6.0%
0.28%
-6.0%
Q1 2022$3,061,000
-6.3%
83,122
-11.4%
0.30%
-2.0%
Q4 2021$3,266,000
-5.4%
93,813
-9.2%
0.31%
-16.6%
Q3 2021$3,453,000
-4.9%
103,353
-4.0%
0.37%
-3.9%
Q2 2021$3,631,000107,7080.38%
Other shareholders
ISHARES GOLD TR shareholders Q2 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