BRANDYWINE OAK PRIVATE WEALTH 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
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$314,910
-3.8%
9,0000.0%0.04%0.0%
Q2 2023$327,510
-2.6%
9,0000.0%0.04%
-5.1%
Q1 2023$336,330
+8.0%
9,0000.0%0.04%0.0%
Q4 2022$311,310
+10.0%
9,0000.0%0.04%
+2.6%
Q3 2022$283,000
-10.2%
9,000
-2.2%
0.04%
-5.0%
Q2 2022$315,000
-6.8%
9,200
-0.0%
0.04%
+2.6%
Q1 2022$338,000
-12.4%
9,201
-17.2%
0.04%
-7.1%
Q4 2021$386,000
-30.1%
11,112
-32.8%
0.04%
-34.4%
Q3 2021$552,000
+9.1%
16,541
+10.2%
0.06%
+8.5%
Q2 2021$506,00015,0150.06%
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