Orion Portfolio Solutions, 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
Orion Portfolio Solutions, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,395,562
-19.1%
125,623
-15.9%
0.05%
-8.6%
Q2 2023$5,432,713
-1.0%
149,291
+1.6%
0.06%
-14.7%
Q1 2023$5,490,289
+57.8%
146,917
+46.1%
0.07%
-44.3%
Q4 2022$3,479,374
+15.6%
100,589
+5.4%
0.12%
+2.5%
Q3 2022$3,010,000
-2.2%
95,477
+6.4%
0.12%
-3.3%
Q2 2022$3,078,000
-17.7%
89,709
-11.6%
0.12%
-6.1%
Q1 2022$3,738,000
+0.6%
101,487
-5.0%
0.13%
+5.6%
Q4 2021$3,717,000
-0.1%
106,777
-4.1%
0.12%
-9.5%
Q3 2021$3,719,000
-0.6%
111,307
+0.3%
0.14%
-6.8%
Q2 2021$3,740,000110,9500.15%
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