GREAT VALLEY ADVISOR GROUP, INC. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$17,537,114
+11.8%
501,203
+16.2%
0.73%
+10.5%
Q2 2023$15,692,899
+6.5%
431,244
+9.4%
0.66%
-4.2%
Q1 2023$14,731,899
+373.9%
394,220
+338.6%
0.69%
+332.1%
Q4 2022$3,108,939
+53.0%
89,881
+39.5%
0.16%
+39.5%
Q3 2022$2,032,000
-5.4%
64,442
+2.9%
0.11%
-3.4%
Q2 2022$2,149,000
+4.4%
62,646
+6.0%
0.12%
-7.1%
Q4 2021$2,058,000
-5.9%
59,125
-9.7%
0.13%
-15.9%
Q3 2021$2,187,000
+14.4%
65,461
+15.4%
0.15%
+7.1%
Q2 2021$1,912,00056,7140.14%
Other shareholders
ISHARES GOLD TR shareholders Q3 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