Global Retirement Partners, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,381,197
-8.1%
40,012
-3.1%
0.07%
-4.1%
Q2 2023$1,503,180
-10.0%
41,308
-4.6%
0.07%
-18.0%
Q1 2023$1,670,139
+29.8%
43,302
+16.4%
0.09%
+1.1%
Q4 2022$1,286,662
+23.7%
37,198
+10.8%
0.09%
+11.4%
Q3 2022$1,040,000
-0.5%
33,577
+10.3%
0.08%
-6.0%
Q2 2022$1,045,000
-2.1%
30,452
+1.3%
0.08%0.0%
Q1 2022$1,067,000
+57.6%
30,060
+48.4%
0.08%
+25.4%
Q3 2021$677,000
+31.2%
20,257
+32.3%
0.07%
+26.4%
Q2 2021$516,00015,3090.05%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
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