LIBERTY WEALTH MANAGEMENT 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,470
-99.9%
42,006
+1.1%
0.37%
-1.9%
Q2 2023$1,511,531
-23.4%
41,545
-21.8%
0.37%
-8.4%
Q1 2023$1,972,448
+2.5%
53,147
-12.9%
0.41%
-20.7%
Q3 2022$1,924,000
-6.6%
61,039
+1.7%
0.51%
-38.6%
Q2 2022$2,059,000
-7.6%
60,033
-0.5%
0.84%
+3.9%
Q1 2022$2,229,000
-13.7%
60,339
-18.8%
0.80%
+617.9%
Q4 2021$2,583,000
-11.8%
74,333
-15.0%
0.11%
-89.3%
Q3 2021$2,929,000
-16.1%
87,447
-15.7%
1.04%
-23.0%
Q2 2021$3,492,000103,6971.36%
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