SAGE RHINO 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
SAGE RHINO CAPITAL LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$11,579,416
-4.2%
330,935
-0.4%
3.25%
-3.4%
Q2 2023$12,086,356
-3.2%
332,134
-0.6%
3.36%
-7.6%
Q1 2023$12,490,586
+7.6%
334,241
-0.4%
3.64%
-1.3%
Q4 2022$11,610,964
-2.1%
335,674
-10.8%
3.69%
-22.6%
Q3 2022$11,863,000
-15.8%
376,255
-8.4%
4.77%
-11.5%
Q2 2022$14,089,000
-7.3%
410,637
-0.5%
5.39%
+16.9%
Q1 2022$15,192,000
+4.8%
412,495
-1.0%
4.61%
+13.4%
Q4 2021$14,500,000
+4.5%
416,561
+0.3%
4.06%
-3.7%
Q3 2021$13,878,000
+0.6%
415,370
+1.5%
4.22%
+3.5%
Q2 2021$13,801,000409,4044.08%
Other shareholders
ISHARES GOLD TR shareholders Q4 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