SAGE RHINO CAPITAL LLC - 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
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 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