CAROLINAS WEALTH CONSULTING 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
CAROLINAS WEALTH CONSULTING LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$112,770
+3.3%
3,0000.0%0.03%
+27.3%
Q2 2023$109,170
-2.6%
3,0000.0%0.02%
-8.3%
Q1 2023$112,110
+8.0%
3,0000.0%0.02%
+4.3%
Q4 2022$103,770
+9.2%
3,0000.0%0.02%
-4.2%
Q3 2022$95,000
-7.8%
3,0000.0%0.02%
-7.7%
Q2 2022$103,000
-6.4%
3,0000.0%0.03%
+8.3%
Q1 2022$110,000
+5.8%
3,0000.0%0.02%
+4.3%
Q4 2021$104,000
+4.0%
3,0000.0%0.02%0.0%
Q3 2021$100,000
-1.0%
3,0000.0%0.02%
+4.5%
Q2 2021$101,0003,0000.02%
Other shareholders
ISHARES GOLD TR shareholders Q2 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