FWL INVESTMENT MANAGEMENT, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
FWL INVESTMENT MANAGEMENT, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,259,640
-6.2%
36,000
-2.4%
0.85%
-7.6%
Q2 2023$1,342,791
-1.3%
36,900
+1.4%
0.92%
-8.7%
Q1 2023$1,360,268
+8.0%
36,4000.0%1.00%
+5.1%
Q4 2022$1,259,076
+107.4%
36,400
+89.1%
0.95%
+77.7%
Q3 2022$607,000
-8.0%
19,2500.0%0.54%
+12.1%
Q2 2022$660,000
-6.9%
19,2500.0%0.48%
+9.4%
Q1 2022$709,000
+5.8%
19,2500.0%0.44%
+7.1%
Q4 2021$670,000
+4.2%
19,2500.0%0.41%
+1.2%
Q3 2021$643,000
-0.9%
19,2500.0%0.40%
+2.5%
Q2 2021$649,00019,2500.39%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders