HHM Wealth Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$220,682
-3.8%
6,3070.0%0.04%0.0%
Q2 2023$229,512
-2.6%
6,3070.0%0.04%
-10.4%
Q1 2023$235,693
-27.3%
6,307
-38.7%
0.05%
-43.5%
Q3 2022$324,000
+23.2%
10,281
+34.1%
0.08%
+26.9%
Q2 2022$263,000
-29.7%
7,665
-24.6%
0.07%
-23.0%
Q1 2022$374,000
+2100.0%
10,163
+1932.6%
0.09%
+2075.0%
Q4 2021$17,0000.0%5000.0%0.00%
-20.0%
Q3 2021$17,0005000.01%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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