Spartan Planning & Wealth Management - 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
Spartan Planning & Wealth Management ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,718,604
-17.9%
49,117
-18.8%
2.01%
-22.8%
Q4 2022$2,092,418
+187.8%
60,492
+162.4%
2.61%
+173.9%
Q3 2022$727,000
+1.5%
23,052
+10.4%
0.95%
-0.4%
Q2 2022$716,000
-100.0%
20,878
-78.9%
0.96%
-79.0%
Q1 2022$3,639,000,00098,8104.55%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
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