Concord Wealth Partners - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$72,114
-4.4%
2,061
-0.5%
0.02%
-6.2%
Q2 2023$75,400
+4.7%
2,072
+7.5%
0.02%
-20.0%
Q1 2023$72,049
+20.4%
1,928
+11.4%
0.02%
+11.1%
Q4 2022$59,841
+444.0%
1,730
+422.7%
0.02%
+500.0%
Q2 2022$11,000
+57.1%
331
+77.0%
0.00%
+50.0%
Q4 2021$7,000
-66.7%
187
-69.3%
0.00%
-66.7%
Q2 2021$21,0006100.01%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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