DELTA FINANCIAL ADVISORS 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
DELTA FINANCIAL ADVISORS LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,885,275
-3.8%
82,4600.0%1.30%
-1.9%
Q2 2023$3,000,719
-4.2%
82,460
-1.6%
1.33%
-12.1%
Q1 2023$3,130,933
+8.0%
83,7820.0%1.51%
+7.4%
Q4 2022$2,898,019
+9.7%
83,7820.0%1.40%
+0.1%
Q3 2022$2,642,000
-10.3%
83,782
-2.5%
1.40%
-4.6%
Q2 2022$2,947,000
-6.9%
85,889
-0.1%
1.47%
+8.8%
Q1 2022$3,165,000
+4.6%
85,939
-1.2%
1.35%
+9.6%
Q4 2021$3,026,000
+3.7%
86,939
-0.5%
1.23%
-5.2%
Q3 2021$2,919,000
-2.2%
87,376
-1.3%
1.30%
-0.9%
Q2 2021$2,984,00088,5131.31%
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