Foundations Investment Advisors, 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
Foundations Investment Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$14,283,312
+11.2%
408,211
+15.7%
0.44%
+3.5%
Q2 2023$12,839,075
+15.3%
352,819
+18.4%
0.42%
+6.8%
Q1 2023$11,134,503
+20.2%
297,953
+11.2%
0.40%
+7.9%
Q4 2022$9,265,415
+22.5%
267,864
+11.7%
0.37%
+11.8%
Q3 2022$7,561,000
+6.7%
239,805
+11.8%
0.33%
+11.5%
Q2 2022$7,087,000
+11.3%
214,423
+26.2%
0.30%
+20.3%
Q1 2022$6,367,000
+14.4%
169,914
+6.1%
0.25%
+17.7%
Q4 2021$5,564,000
+6.0%
160,105
+2.2%
0.21%
-8.7%
Q3 2021$5,247,000
+10.4%
156,628
+13.4%
0.23%
+0.4%
Q2 2021$4,754,000138,0630.23%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders