Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$6,802,266
-30.5%
194,406
-27.8%
0.10%
-28.6%
Q2 2023$9,794,369
-12.4%
269,150
-10.0%
0.15%
-17.9%
Q1 2023$11,181,851
+81.0%
299,220
+67.5%
0.18%
+70.5%
Q4 2022$6,178,812
+0.7%
178,630
-8.2%
0.10%
-8.7%
Q3 2022$6,136,000
-14.4%
194,618
-6.9%
0.12%
-12.2%
Q2 2022$7,169,000
-3.3%
208,948
+3.8%
0.13%
+13.9%
Q1 2022$7,416,000
+8.7%
201,361
+2.8%
0.12%
+10.6%
Q4 2021$6,821,000
+3.7%
195,948
-0.5%
0.10%
-8.0%
Q3 2021$6,579,000
-9.2%
196,914
-8.4%
0.11%
-8.1%
Q2 2021$7,248,000215,0230.12%
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