Geneos Wealth Management Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$96,852
+85.2%
2,768
+92.6%
0.01%
+66.7%
Q2 2023$52,292
-41.4%
1,437
-39.8%
0.00%
-40.0%
Q1 2023$89,277
+29.3%
2,389
+19.7%
0.01%
+25.0%
Q4 2022$69,042
+68.4%
1,996
+50.6%
0.00%
+33.3%
Q3 2022$41,000
-79.6%
1,325
-77.4%
0.00%
-70.0%
Q2 2022$201,000
+4.1%
5,874
+11.6%
0.01%
+25.0%
Q1 2022$193,0005,2640.01%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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