Briaud Financial Planning, Inc - 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
Briaud Financial Planning, Inc ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,224
-4.0%
120,722
-0.2%
3.42%
-17.7%
Q2 2023$4,402
-3.1%
120,994
-0.4%
4.16%
-3.3%
Q1 2023$4,541
+2.6%
121,528
-5.0%
4.30%
+20.1%
Q4 2022$4,424
-99.9%
127,918
-0.2%
3.58%
+0.7%
Q3 2022$4,000,000
-9.0%
128,128
-0.0%
3.56%
+23.4%
Q2 2022$4,397,000
-6.8%
128,1780.0%2.88%
+6.3%
Q1 2022$4,720,000
+5.6%
128,178
-0.2%
2.71%
+11.6%
Q4 2021$4,470,000
+7.1%
128,425
+2.8%
2.43%
-11.4%
Q3 2021$4,173,000
+0.7%
124,925
+1.6%
2.74%
-0.5%
Q2 2021$4,142,000122,8982.76%
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