Kestra Advisory Services, 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
Kestra Advisory Services, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$11,531,969
-0.7%
329,579
+3.2%
0.11%
-2.6%
Q2 2023$11,617,071
+48.2%
319,238
+52.2%
0.12%
+36.5%
Q1 2023$7,837,555
-11.7%
209,729
-18.3%
0.08%
+7.6%
Q4 2022$8,875,725
-99.9%
256,598
-60.9%
0.08%
-28.8%
Q3 2022$10,362,352,000
+78224.7%
656,672
+70.3%
0.11%
-18.4%
Q2 2022$13,230,000
-4.7%
385,596
+2.3%
0.14%
-6.2%
Q1 2022$13,883,000
+11.3%
376,955
+5.2%
0.14%
+15.1%
Q4 2021$12,474,000
-5.2%
358,350
-9.0%
0.13%
-4.5%
Q3 2021$13,155,000
-7.6%
393,731
-6.8%
0.13%
-18.5%
Q2 2021$14,244,000422,5500.16%
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