SATOVSKY ASSET MANAGEMENT LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
SATOVSKY ASSET MANAGEMENT LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,209,499
-6.1%
34,567
-2.3%
0.41%
-5.7%
Q2 2023$1,287,915
-4.5%
35,392
-1.9%
0.44%
-13.3%
Q1 2023$1,348,123
+7.1%
36,075
-0.9%
0.50%
-3.8%
Q4 2022$1,258,626
+9.7%
36,3870.0%0.52%
-20.9%
Q3 2022$1,147,000
-8.1%
36,3870.0%0.66%
-9.6%
Q2 2022$1,248,000
-6.9%
36,3870.0%0.73%
-18.4%
Q1 2022$1,340,000
+0.4%
36,387
-5.1%
0.90%
-0.1%
Q4 2021$1,335,000
+1.9%
38,349
-2.2%
0.90%
-8.3%
Q3 2021$1,310,000
-3.3%
39,197
-2.5%
0.98%
-5.5%
Q2 2021$1,355,00040,1881.03%
Other shareholders
ISHARES GOLD TR shareholders Q2 2021
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