Leonard Rickey Investment Advisors P.L.L.C. - 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
Leonard Rickey Investment Advisors P.L.L.C. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,759,013
-41.6%
78,851
-39.3%
0.90%
-49.2%
Q2 2023$4,723,548
-1.1%
129,803
+1.5%
1.78%
-4.5%
Q1 2023$4,777,101
+2144.9%
127,833
+1977.9%
1.86%
+1970.0%
Q4 2022$212,798
-0.6%
6,152
-1.5%
0.09%
-4.3%
Q2 2022$214,000
-6.6%
6,243
+0.3%
0.09%
+8.0%
Q1 2022$229,000
+12.3%
6,223
+5.2%
0.09%
-1.1%
Q2 2021$204,0005,9170.09%
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