Financial Advocates Investment Management - 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
Financial Advocates Investment Management ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,531,706
+0.1%
43,776
+4.1%
0.11%
+0.9%
Q2 2023$1,529,529
+13.4%
42,032
+16.5%
0.11%
+12.4%
Q1 2023$1,348,702
+4.8%
36,091
-3.0%
0.10%
+1.0%
Q4 2022$1,286,834
+7.1%
37,203
-2.3%
0.10%
-3.0%
Q3 2022$1,201,000
-34.3%
38,066
-28.6%
0.10%
-33.1%
Q2 2022$1,829,000
+387.7%
53,309
+423.7%
0.15%
+492.0%
Q1 2022$375,000
-69.9%
10,179
-71.6%
0.02%
-68.4%
Q4 2021$1,247,000
+19.9%
35,823
+15.0%
0.08%
+12.9%
Q3 2021$1,040,000
-26.2%
31,148
-25.5%
0.07%
-25.5%
Q2 2021$1,409,00041,7990.09%
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