Holistic Financial Partners - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,154,216
-4.2%
32,987
-0.4%
0.77%
-8.5%
Q2 2023$1,205,201
-2.6%
33,1190.0%0.84%
-13.6%
Q1 2023$1,237,658
+8.0%
33,1190.0%0.97%
-5.6%
Q4 2022$1,145,586
+9.7%
33,1190.0%1.03%
-0.7%
Q3 2022$1,044,000
-8.1%
33,1190.0%1.03%
-3.6%
Q2 2022$1,136,000
-6.9%
33,1190.0%1.07%
+38.3%
Q1 2022$1,220,000
+5.8%
33,1190.0%0.78%
+16.0%
Q4 2021$1,153,000
+4.2%
33,1190.0%0.67%
-2.1%
Q3 2021$1,107,000
-0.8%
33,1190.0%0.68%
+2.4%
Q2 2021$1,116,00033,1190.67%
Other shareholders
ISHARES GOLD TR shareholders Q4 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