Laidlaw Wealth Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,256,834
-15.4%
93,079
-12.0%
1.08%
+43.0%
Q2 2023$3,848,424
-4.0%
105,755
-1.4%
0.75%
-7.9%
Q1 2023$4,008,941
+2.7%
107,277
-4.9%
0.82%
-2.3%
Q4 2022$3,902,859
+6.3%
112,832
-3.1%
0.84%
-2.4%
Q3 2022$3,672,000
-5.9%
116,459
+2.3%
0.86%
+7.8%
Q2 2022$3,904,000
-9.9%
113,796
-3.3%
0.80%
+10.1%
Q1 2022$4,333,000
+7.8%
117,640
+1.9%
0.72%
+12.4%
Q4 2021$4,020,000
+12.9%
115,473
+8.3%
0.64%
-29.6%
Q3 2021$3,562,000
-6.5%
106,608
-5.7%
0.91%
-7.1%
Q2 2021$3,810,000113,0120.98%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders