Alhambra Investment Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
Alhambra Investment Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,043,109
+20.8%
144,130
+25.7%
3.32%
+20.5%
Q2 2023$4,174,079
-5.9%
114,704
-3.3%
2.76%
-9.5%
Q1 2023$4,433,614
+9.6%
118,641
+1.5%
3.04%
+3.3%
Q4 2022$4,044,263
+11.1%
116,920
+1.3%
2.95%
+6.5%
Q3 2022$3,640,000
-3.3%
115,440
+5.2%
2.77%
+1.6%
Q2 2022$3,764,000
-6.7%
109,692
+0.2%
2.72%
+2.1%
Q1 2022$4,033,000
+6.8%
109,511
+1.0%
2.67%
+1.1%
Q4 2021$3,775,000
+13.7%
108,446
+9.2%
2.64%
+4.1%
Q3 2021$3,319,000
-33.9%
99,338
-33.4%
2.54%
-32.7%
Q2 2021$5,024,000149,0473.77%
Other shareholders
ISHARES GOLD TR shareholders Q3 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