Castleview Partners, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,225
-69.7%
35
-68.5%
0.00%
-75.0%
Q2 2023$4,039
-99.6%
111
-99.5%
0.00%
-99.5%
Q1 2023$902,299
+8.7%
24,145
+0.6%
0.80%
-1.0%
Q4 2022$830,021
-8.9%
23,996
-16.9%
0.81%
-7.1%
Q3 2022$911,000
-84.3%
28,891
+17956.9%
0.87%
+17300.0%
Q2 2022$5,816,000
+233.3%
160
-99.7%
0.01%
-99.5%
Q1 2022$1,745,000
-96.4%
47,404
-97.2%
1.08%
+178.2%
Q4 2021$48,867,000
+2831.4%
1,701,060
+3338.9%
0.39%
-46.6%
Q2 2021$1,667,00049,4650.73%
Other shareholders
ISHARES GOLD TR shareholders Q2 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