Parcion Private Wealth 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
Parcion Private Wealth LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$30,159,370
-5.1%
861,943
-1.3%
3.13%
-2.5%
Q2 2023$31,795,018
-4.2%
873,730
-1.7%
3.21%
-7.5%
Q1 2023$33,201,733
+6.2%
888,460
-1.7%
3.47%
+2.4%
Q4 2022$31,250,493
-0.8%
903,455
-9.6%
3.39%
-3.8%
Q3 2022$31,509,000
-14.2%
999,346
-10.8%
3.52%
-2.7%
Q2 2022$36,712,000
-21.8%
1,120,968
-12.0%
3.62%
-17.5%
Q1 2022$46,931,000
+4.3%
1,274,267
-2.1%
4.39%
+8.0%
Q4 2021$44,978,000
-9.9%
1,302,213
-12.2%
4.06%
-8.2%
Q3 2021$49,913,0001,482,8534.43%
Other shareholders
ISHARES GOLD TR shareholders Q3 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