Valeo Financial Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$341,712
-3.6%
9,766
+0.2%
0.02%0.0%
Q2 2023$354,548
-7.2%
9,743
-4.8%
0.02%
-11.1%
Q1 2023$382,258
-3.9%
10,229
-11.0%
0.02%
-18.2%
Q4 2022$397,750
-0.1%
11,499
-8.8%
0.02%
-12.0%
Q3 2022$398,000
-17.9%
12,614
-10.8%
0.02%
-16.7%
Q2 2022$485,000
-7.4%
14,141
-0.5%
0.03%
+11.1%
Q1 2022$524,000
+8.0%
14,217
+2.0%
0.03%
+3.8%
Q4 2021$485,000
+26.6%
13,937
+21.7%
0.03%
+18.2%
Q3 2021$383,000
+5.5%
11,455
+6.3%
0.02%0.0%
Q2 2021$363,00010,7720.02%
Other shareholders
ISHARES GOLD TR shareholders Q2 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