Inscription Capital, 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
Inscription Capital, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,040,211
-9.9%
86,888
-6.3%
0.99%
-5.5%
Q2 2023$3,374,881
-14.6%
92,742
-12.3%
1.05%
+0.5%
Q1 2023$3,950,906
+7.9%
105,724
-0.1%
1.04%
-16.6%
Q4 2022$3,660,037
+4.0%
105,812
-5.2%
1.25%
+25.8%
Q3 2022$3,520,000
-8.1%
111,6460.0%1.00%
+44.0%
Q2 2022$3,831,000
-5.9%
111,646
-4.5%
0.69%
-37.9%
Q4 2021$4,070,000
+37.3%
116,924
+31.7%
1.11%
+19.6%
Q3 2021$2,965,000
+419.3%
88,759
+424.4%
0.93%
+1330.8%
Q2 2021$571,00016,9270.06%
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