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

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

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 Q1 2022
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