Financial Gravity Asset Management, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$29,361
+38.9%
255
+608.3%
0.00%
-100.0%
Q2 2023$21,139
+763.5%
36
-2.7%
0.06%
-22.7%
Q1 2023$2,448
-87.8%
37
+5.7%
0.08%
-28.6%
Q4 2022$20,093
-99.0%
35
-63.5%
0.10%
+50.0%
Q3 2022$2,065,000
+2418.3%
96
-95.9%
0.07%
+3400.0%
Q4 2021$82,000
+34.4%
2,340
+28.9%
0.00%
-93.1%
Q3 2021$61,0000.0%1,8160.0%0.03%
+31.8%
Q2 2021$61,0001,8160.02%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
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