Sunesis 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
Sunesis Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,826,968
-6.4%
52,214
-0.0%
1.30%
-7.7%
Q1 2023$1,951,312
+8.0%
52,216
-0.0%
1.40%
+21.5%
Q4 2022$1,806,324
+9.7%
52,2210.0%1.16%
+2.0%
Q3 2022$1,647,000
-8.1%
52,2210.0%1.13%
-2.7%
Q2 2022$1,792,000
-6.8%
52,2210.0%1.16%
+4.5%
Q1 2022$1,923,000
+5.8%
52,2210.0%1.11%
-16.4%
Q4 2021$1,818,00052,2211.33%
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