Pinnacle Wealth Planning Services, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Pinnacle Wealth Planning Services, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q1 2023$294,887
-22.0%
7,891
-27.8%
0.05%
-26.9%
Q4 2022$378,138
+9.6%
10,9320.0%0.07%
+4.7%
Q3 2022$345,000
+27.3%
10,932
+38.5%
0.06%
+30.6%
Q2 2022$271,000
-6.9%
7,8910.0%0.05%
-7.5%
Q1 2022$291,000
+5.8%
7,8910.0%0.05%
-1.9%
Q4 2021$275,000
+4.2%
7,8910.0%0.05%
-6.9%
Q3 2021$264,000
-0.8%
7,8910.0%0.06%
-6.5%
Q2 2021$266,0007,8910.06%
Other shareholders
ISHARES GOLD TR shareholders Q4 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