Gladstone Institutional Advisory 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
Gladstone Institutional Advisory LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$310,606
-4.9%
8,877
-1.1%
0.02%0.0%
Q2 2023$326,673
-4.7%
8,977
-2.1%
0.02%
-9.1%
Q1 2023$342,720
-0.3%
9,171
-7.7%
0.02%
-8.3%
Q4 2022$343,790
+98690.2%
9,939
-9.8%
0.02%
-11.1%
Q3 2022$348
-21.3%
11,022
-14.5%
0.03%
-22.9%
Q2 2022$442
+5.5%
12,890
+13.2%
0.04%
+25.0%
Q1 2022$419
-6.5%
11,382
-11.5%
0.03%
-20.0%
Q4 2021$448
-16.7%
12,867
-20.0%
0.04%
-34.0%
Q3 2021$538
-2.4%
16,092
-1.5%
0.05%
-18.5%
Q2 2021$55116,3330.06%
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