Ellis Investment Partners, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$490,945
-3.0%
14,031
+0.9%
0.13%
+1.6%
Q2 2023$505,894
-0.7%
13,902
+2.0%
0.12%
-5.3%
Q1 2023$509,577
+8.1%
13,636
+0.0%
0.13%
+2.3%
Q4 2022$471,462
+10.4%
13,630
+0.4%
0.13%
+8.5%
Q3 2022$427,000
-10.3%
13,572
-2.3%
0.12%
-7.8%
Q2 2022$476,000
-1.9%
13,896
+5.4%
0.13%
+12.3%
Q1 2022$485,000
+5.9%
13,188
+0.2%
0.11%
+8.6%
Q4 2021$458,000
-7.7%
13,160
-11.4%
0.10%
-16.0%
Q3 2021$496,000
-4.1%
14,846
-3.3%
0.12%
-5.3%
Q2 2021$517,00015,3530.13%
Other shareholders
ISHARES GOLD TR shareholders Q2 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