Independent Family Office, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Independent Family Office, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$15,169,705
-1.7%
433,544
+2.2%
9.48%
+1.3%
Q2 2023$15,435,801
-4.9%
424,177
-2.3%
9.35%
-0.1%
Q1 2023$16,225,194
+8.0%
434,177
-0.1%
9.36%
+3.7%
Q4 2022$15,029,390
+11.8%
434,501
+1.9%
9.03%
+36.3%
Q3 2022$13,439,000
-0.8%
426,224
+8.0%
6.62%
-0.9%
Q2 2022$13,546,000
-2.5%
394,824
+4.7%
6.68%
+47.2%
Q1 2022$13,889,000
+7.3%
377,123
+1.4%
4.54%
-7.1%
Q4 2021$12,945,000
+5.9%
371,870
+1.6%
4.89%
-2.7%
Q3 2021$12,226,000
+2.9%
365,928
+3.8%
5.02%
+8.3%
Q2 2021$11,887,000352,6324.64%
Other shareholders
ISHARES GOLD TR shareholders Q2 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