Hillcrest Wealth Advisors - NY, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Hillcrest Wealth Advisors - NY, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q4 2022$300,068
-26.5%
8,675
-32.9%
0.18%
-30.9%
Q3 2022$408,000
+63.2%
12,925
+77.7%
0.26%
+70.4%
Q2 2022$250,000
-42.8%
7,275
-42.0%
0.15%
-35.3%
Q4 2021$437,000
-19.8%
12,550
-23.0%
0.24%
-27.2%
Q3 2021$545,000
+56.2%
16,300
+57.5%
0.32%
+53.1%
Q2 2021$349,00010,3500.21%
Other shareholders
ISHARES GOLD TR shareholders Q3 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