Belpointe Asset Management 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
Belpointe Asset Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,922,805
+24.0%
54,953
+29.0%
0.20%
+21.3%
Q2 2023$1,550,469
-70.7%
42,607
-70.0%
0.16%
-42.7%
Q1 2023$5,298,879
+80.5%
141,795
+67.1%
0.29%
+61.6%
Q4 2022$2,935,273
+13.3%
84,859
+3.3%
0.18%
+1.1%
Q3 2022$2,590,000
-21.5%
82,124
-14.6%
0.18%
-20.8%
Q2 2022$3,298,000
-15.8%
96,127
-9.6%
0.22%
-6.8%
Q1 2022$3,916,000
-24.8%
106,299
-28.9%
0.24%
-26.9%
Q4 2021$5,204,000
+2.2%
149,499
-1.9%
0.32%
-6.6%
Q3 2021$5,090,000
+2.3%
152,389
+3.2%
0.35%
-3.1%
Q2 2021$4,977,000147,6420.36%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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