Signify Wealth - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,115 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.

Quarter-by-quarter ownership
Signify Wealth ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$2,561,427
+1.2%
58,307
-3.2%
3.69%
-12.2%
Q1 2024$2,530,724
+23.5%
60,241
+14.8%
4.20%
+35.8%
Q4 2023$2,048,880
+68.9%
52,495
+51.4%
3.09%
+89.5%
Q3 2023$1,212,96334,6661.63%
Other shareholders
ISHARES GOLD TR shareholders Q4 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
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%
View complete list of ISHARES GOLD TR shareholders