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 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