Modus Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
Modus Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q4 2023$12,662,035
+11.8%
324,418
+0.3%
5.14%
+4.1%
Q3 2023$11,321,154
-2.2%
323,554
+1.8%
4.94%
-0.6%
Q2 2023$11,570,055
+2.9%
317,946
+5.6%
4.97%
-4.1%
Q1 2023$11,248,931
+5.5%
301,015
-2.4%
5.18%
+0.3%
Q4 2022$10,662,713
+15.2%
308,260
+5.0%
5.16%
+6.1%
Q3 2022$9,254,000
-7.3%
293,486
+0.9%
4.87%
-3.6%
Q2 2022$9,980,000
-7.5%
290,881
-0.7%
5.05%
+6.8%
Q1 2022$10,789,000
+5.8%
292,950
-0.0%
4.73%
+9.0%
Q4 2021$10,199,000
+4.5%
292,984
+0.3%
4.34%
+2.8%
Q3 2021$9,760,000
+8.7%
292,125
+9.6%
4.22%
+11.8%
Q2 2021$8,981,000266,4233.78%
Other shareholders
ISHARES GOLD TR shareholders Q2 2021
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