Perennial Investment Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
Perennial Investment Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$344,163
-4.4%
9,836
-0.6%
0.06%
-1.6%
Q2 2023$360,189
-5.9%
9,898
-3.4%
0.06%
-11.3%
Q1 2023$382,782
-63.8%
10,243
-66.5%
0.07%
-83.5%
Q4 2022$1,057,469
-27.2%
30,572
-33.6%
0.43%
-34.7%
Q3 2022$1,452,000
-11.1%
46,046
-3.3%
0.66%
+3.3%
Q2 2022$1,633,000
-4.9%
47,640
-3.6%
0.64%
+18.8%
Q4 2021$1,718,000
-7.7%
49,398
-11.4%
0.54%
-18.4%
Q3 2021$1,861,000
+12.3%
55,780
+13.5%
0.66%
+8.9%
Q2 2021$1,657,00049,1670.60%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
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