DCF Advisers, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
DCF Advisers, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,499,000
-3.8%
100,0000.0%1.91%
-0.8%
Q2 2023$3,639,000
-2.6%
100,0000.0%1.92%
-16.0%
Q1 2023$3,737,000
+8.0%
100,0000.0%2.29%
-2.1%
Q4 2022$3,459,000
+9.7%
100,0000.0%2.34%
+14.8%
Q3 2022$3,153,000
-8.1%
100,0000.0%2.04%
-0.3%
Q2 2022$3,431,000
-6.8%
100,0000.0%2.04%
+26.7%
Q1 2022$3,683,000
+5.8%
100,0000.0%1.61%
+14.2%
Q4 2021$3,481,000
+4.2%
100,0000.0%1.41%
-4.3%
Q3 2021$3,341,000
-0.9%
100,0000.0%1.48%
+23.5%
Q2 2021$3,371,000100,0001.19%
Other shareholders
ISHARES GOLD TR shareholders Q4 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