Relyea Zuckerberg Hanson 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
Relyea Zuckerberg Hanson LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,381,370
-3.8%
39,4790.0%0.32%
-2.5%
Q2 2023$1,436,641
+4.4%
39,479
+7.2%
0.32%
-3.9%
Q1 2023$1,375,814
+19.6%
36,816
+10.7%
0.34%
+2.4%
Q4 2022$1,150,083
+18.6%
33,249
+8.0%
0.33%
-6.3%
Q3 2022$970,000
-34.0%
30,772
-28.1%
0.35%
-36.0%
Q2 2022$1,469,000
+0.5%
42,822
+2.0%
0.55%
+3.2%
Q4 2021$1,462,000
+41.8%
41,965
+36.0%
0.53%
+32.5%
Q3 2021$1,031,000
-0.9%
30,8510.0%0.40%
-6.3%
Q2 2021$1,040,00030,8510.43%
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