IEQ CAPITAL, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,438,893
-3.2%
41,123
+0.7%
0.03%
-3.3%
Q2 2023$1,486,786
-2.2%
40,857
+0.4%
0.03%
-14.3%
Q1 2023$1,520,473
-19.4%
40,687
-25.4%
0.04%
-34.0%
Q4 2022$1,887,023
+10.3%
54,554
+0.6%
0.05%
+12.8%
Q3 2022$1,711,000
-11.2%
54,254
-3.4%
0.05%
-19.0%
Q2 2022$1,927,000
-5.2%
56,167
+1.8%
0.06%
+20.8%
Q1 2022$2,033,000
+44.5%
55,184
+36.5%
0.05%
+45.5%
Q4 2021$1,407,000
-31.8%
40,425
-34.5%
0.03%
-40.0%
Q3 2021$2,062,000
-0.0%
61,716
+0.8%
0.06%
-9.8%
Q2 2021$2,063,00061,2120.06%
Other shareholders
ISHARES GOLD TR shareholders Q1 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