Financial & Tax Architects, 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
Financial & Tax Architects, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,278,584
-20.0%
65,121
-16.8%
0.71%
-19.5%
Q2 2023$2,848,172
-5.7%
78,268
-3.1%
0.88%
-11.6%
Q1 2023$3,019,421
+42.6%
80,798
+31.0%
0.99%
+23.9%
Q2 2022$2,116,927
+18.1%
61,700
+26.8%
0.80%
+18.5%
Q1 2022$1,792,258
+2.5%
48,663
-7.0%
0.68%
-15.1%
Q3 2021$1,748,379
+0.2%
52,331
+1.1%
0.80%
-6.8%
Q2 2021$1,745,57151,7820.86%
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