Arkadios Wealth Advisors - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$397,206
-17.2%
11,352
-13.9%
0.04%
-32.1%
Q2 2023$479,584
-19.0%
13,179
-16.8%
0.06%
-20.0%
Q1 2023$591,941
-8.2%
15,840
-15.0%
0.07%
-17.6%
Q4 2022$644,481
-75.5%
18,632
-77.6%
0.08%
-78.6%
Q3 2022$2,626,000
-43.8%
83,288
-38.8%
0.40%
-42.7%
Q2 2022$4,669,000
-2.9%
136,077
+4.2%
0.70%
+10.3%
Q1 2022$4,808,000
+98.6%
130,533
+87.7%
0.63%
+96.3%
Q4 2021$2,421,000
-1.5%
69,550
-5.5%
0.32%
-9.3%
Q3 2021$2,457,000
+6.5%
73,562
+7.4%
0.35%
+26.0%
Q2 2021$2,308,00068,4740.28%
Other shareholders
ISHARES GOLD TR shareholders Q4 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