BELLEVUE ASSET MANAGEMENT, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$32,575
-3.8%
9310.0%0.02%
+4.8%
Q2 2023$33,879
-2.6%
9310.0%0.02%
-12.5%
Q1 2023$34,791
+8.1%
9310.0%0.02%
-4.0%
Q4 2022$32,180
+7.3%
9310.0%0.02%
+8.7%
Q3 2022$30,000
-6.2%
9310.0%0.02%0.0%
Q2 2022$32,000
-5.9%
9310.0%0.02%
+9.5%
Q1 2022$34,000
+6.2%
9310.0%0.02%
+10.5%
Q4 2021$32,000
+3.2%
9310.0%0.02%0.0%
Q3 2021$31,0000.0%9310.0%0.02%0.0%
Q2 2021$31,0009310.02%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
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