IAG Wealth Partners, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$86,356
-14.0%
2,468
-10.5%
0.02%
-11.1%
Q2 2023$100,364
-2.6%
2,7580.0%0.03%
-6.9%
Q1 2023$103,067
+4.5%
2,758
-3.2%
0.03%0.0%
Q4 2022$98,582
+8.3%
2,850
-0.9%
0.03%
-3.3%
Q3 2022$91,000
-8.1%
2,8770.0%0.03%
-6.2%
Q2 2022$99,000
+13.8%
2,877
+14.7%
0.03%
+14.3%
Q4 2021$87,000
+3.6%
2,5080.0%0.03%
-6.7%
Q3 2021$84,000
+12.0%
2,508
+13.1%
0.03%
+11.1%
Q2 2021$75,0002,2180.03%
Other shareholders
ISHARES GOLD TR shareholders Q4 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