Meridian Wealth Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Meridian Wealth Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$13,237,426
-6.7%
378,320
-3.0%
3.31%
-3.6%
Q2 2023$14,191,023
-2.6%
389,970
+0.1%
3.43%
-5.8%
Q1 2023$14,565,587
+8.6%
389,767
+0.6%
3.65%
+5.5%
Q4 2022$13,407,216
+12.0%
387,604
+2.1%
3.46%
+2.5%
Q3 2022$11,969,000
-6.4%
379,606
+1.9%
3.37%
-0.8%
Q2 2022$12,786,000
-3.8%
372,675
+3.3%
3.40%
+10.3%
Q1 2022$13,289,000
+18.0%
360,831
+11.5%
3.08%
+12.6%
Q4 2021$11,262,000
+3.6%
323,515
-0.6%
2.74%
-9.6%
Q3 2021$10,875,000
+0.4%
325,503
+1.3%
3.03%
-1.2%
Q2 2021$10,831,000321,2903.07%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
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