Kingsview Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 993 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$13,948,944
+1.0%
317,454
-3.4%
0.33%
-4.6%
Q1 2024$13,806,502
+18.8%
328,648
+10.3%
0.35%
-0.3%
Q4 2023$11,625,125
+62.0%
297,851
+45.2%
0.35%
+34.5%
Q3 2023$7,177,954
-33.7%
205,143
-31.0%
0.26%
-39.2%
Q2 2023$10,821,076
-4.2%
297,364
-1.6%
0.42%
-10.5%
Q1 2023$11,296,279
+218.5%
302,282
+194.8%
0.47%
+207.8%
Q4 2022$3,546,582
+8.3%
102,532
-1.3%
0.15%
-0.6%
Q3 2022$3,275,000
-22.9%
103,884
-16.0%
0.16%
-23.6%
Q2 2022$4,245,000
-2.4%
123,726
+4.7%
0.20%
+5.7%
Q1 2022$4,351,538
+19.4%
118,152
+12.8%
0.19%
+26.3%
Q4 2021$3,645,000
-8.2%
104,724
-11.9%
0.15%
-19.1%
Q3 2021$3,969,000
-18.5%
118,803
-17.5%
0.19%
-21.7%
Q2 2021$4,868,000143,9820.24%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
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%
View complete list of ISHARES GOLD TR shareholders