Divergent Wealth Advisors - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,108 filers reported holding ISHARES GOLD TR in Q1 2024. The put-call ratio across all filers is 3.13 and the average weighting 0.9%.

Quarter-by-quarter ownership
Divergent Wealth Advisors ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$758,144
+16.8%
17,258
+11.7%
0.15%
+13.1%
Q1 2024$648,928
+6.3%
15,447
-1.2%
0.13%
+1.6%
Q4 2023$610,351
+13.9%
15,638
+2.1%
0.13%
+4.9%
Q3 2023$535,907
+23.6%
15,316
+28.5%
0.12%
+28.4%
Q2 2023$433,587
+4.8%
11,915
+7.6%
0.10%
-1.0%
Q1 2023$413,68611,0700.10%
Other shareholders
ISHARES GOLD TR shareholders Q1 2024
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
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%
View complete list of ISHARES GOLD TR shareholders