Towerpoint Wealth, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
Towerpoint Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,011,680
-0.5%
57,493
+3.5%
1.19%
+4.8%
Q2 2023$2,022,338
-3.0%
55,574
-0.4%
1.14%
-4.6%
Q1 2023$2,085,732
+7.1%
55,813
-0.9%
1.19%
+6.2%
Q4 2022$1,947,936
+12.8%
56,315
+2.8%
1.12%
+8.0%
Q3 2022$1,727,000
-5.3%
54,776
+3.0%
1.04%
-4.5%
Q2 2022$1,824,000
-18.6%
53,159
-12.7%
1.09%
-2.1%
Q1 2022$2,242,000
+2.5%
60,874
-3.1%
1.11%
+7.5%
Q4 2021$2,187,000
+6.4%
62,817
+2.1%
1.04%
+1.1%
Q3 2021$2,056,000
+3.5%
61,536
+4.4%
1.02%
+3.7%
Q2 2021$1,986,00058,9180.99%
Other shareholders
ISHARES GOLD TR shareholders Q1 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