Beacon Pointe Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

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 Q3 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