Black Diamond Financial, 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
Black Diamond Financial, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$401,126
-3.8%
11,4640.0%0.12%0.0%
Q2 2023$417,176
-9.2%
11,464
-6.8%
0.12%
-18.5%
Q1 2023$459,427
+10.1%
12,294
+1.9%
0.15%0.0%
Q4 2022$417,294
+9.8%
12,0640.0%0.15%
-1.3%
Q3 2022$380,000
-8.2%
12,064
-0.1%
0.15%
-6.1%
Q2 2022$414,000
-5.7%
12,078
+1.4%
0.16%
+17.3%
Q1 2022$439,000
+5.8%
11,9140.0%0.14%
-0.7%
Q4 2021$415,000
+4.3%
11,9140.0%0.14%
-26.7%
Q3 2021$398,000
+7.0%
11,914
+7.9%
0.19%
+31.7%
Q2 2021$372,00011,0430.14%
Other shareholders
ISHARES GOLD TR shareholders Q1 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