Marks Group Wealth Management, Inc - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Marks Group Wealth Management, Inc ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,567,103
-12.9%
73,367
-9.4%
0.32%
-9.1%
Q2 2023$2,945,943
-4.8%
80,955
-2.2%
0.35%
-11.4%
Q1 2023$3,093,218
+0.9%
82,773
-6.6%
0.40%
-5.5%
Q4 2022$3,065,011
-87.0%
88,610
-88.1%
0.42%
-88.3%
Q3 2022$23,494,000
-7.9%
745,123
+0.2%
3.58%
-2.8%
Q2 2022$25,506,000
-8.7%
743,395
-1.9%
3.68%
+4.8%
Q1 2022$27,923,000
+13.9%
758,158
+7.7%
3.51%
+17.5%
Q4 2021$24,507,000
+5.7%
704,025
+1.5%
2.99%
-4.8%
Q3 2021$23,178,000
+4.7%
693,634
+5.7%
3.14%
+3.2%
Q2 2021$22,134,000656,4193.04%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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