Legend Financial Advisors, Inc. - 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
Legend Financial Advisors, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$10,402,421
-3.7%
297,297
+0.1%
8.88%
-1.6%
Q2 2023$10,806,840
-7.8%
296,973
-5.3%
9.02%
-8.4%
Q1 2023$11,721,894
+5.5%
313,671
-2.3%
9.84%
+1.4%
Q4 2022$11,106,232
-99.9%
321,081
-0.9%
9.71%
+1.1%
Q3 2022$10,216,457,000
+88955.6%
324,022
-3.1%
9.60%
-19.0%
Q2 2022$11,472,000
-47.3%
334,343
-48.7%
11.85%
-14.3%
Q1 2022$21,770,000
+109.2%
651,598
+117.9%
13.83%
+90.5%
Q4 2021$10,407,000
-52.2%
298,969
-54.1%
7.26%
-47.5%
Q3 2021$21,770,000
+5.3%
651,598
+6.2%
13.83%
+3.9%
Q2 2021$20,678,000613,42013.31%
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