Beacon Pointe Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$11,007,380
+31.0%
314,586
+36.2%
0.14%0.0%
Q2 2023$8,402,683
-1.7%
230,906
+0.9%
0.14%
-6.2%
Q1 2023$8,548,210
+16.1%
228,745
+7.4%
0.15%
+2.1%
Q4 2022$7,364,327
+30.5%
212,903
+18.7%
0.14%
+13.5%
Q3 2022$5,643,000
-4.3%
179,326
+4.5%
0.13%
+1.6%
Q2 2022$5,894,000
-50.8%
171,577
-47.3%
0.12%
-24.4%
Q1 2022$11,981,000
+57.5%
325,311
+48.9%
0.16%
-17.2%
Q4 2021$7,606,000
-52.3%
218,514
-54.3%
0.20%
-49.7%
Q3 2021$15,960,000
-11.4%
477,711
-10.6%
0.39%
-38.2%
Q2 2021$18,016,000534,4260.64%
Other shareholders
ISHARES GOLD TR shareholders Q4 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