EPIQ Capital Group, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
EPIQ Capital Group, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$18,274,017
-3.8%
522,264
+0.1%
9.46%
-1.1%
Q2 2023$18,994,779
-14.0%
521,978
-11.7%
9.57%
-13.9%
Q1 2023$22,089,781
+16.7%
591,110
+8.0%
11.12%
+7.8%
Q4 2022$18,926,610
+4.8%
547,170
-4.5%
10.32%
+16.0%
Q3 2022$18,060,000
-6.5%
572,803
+1.8%
8.90%
+17.4%
Q2 2022$19,309,000
-8.3%
562,789
-1.5%
7.58%
+31.7%
Q1 2022$21,048,000
+0.0%
571,484
-5.4%
5.75%
+53.9%
Q4 2021$21,039,000
+4.0%
604,405
-0.2%
3.74%
+78.8%
Q3 2021$20,232,000
-7.3%
605,564
-6.4%
2.09%
-8.2%
Q2 2021$21,814,000647,1042.28%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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