Birchcreek Wealth 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
Birchcreek Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$596,440
-52.2%
17,046
-50.3%
0.40%
-53.6%
Q2 2023$1,247,340
-13.7%
34,277
-11.4%
0.87%
-23.8%
Q1 2023$1,445,210
-8.7%
38,673
-15.5%
1.14%
-18.8%
Q4 2022$1,582,181
+10.7%
45,741
+1.0%
1.41%
+6.2%
Q3 2022$1,429,000
+1.9%
45,308
+10.8%
1.32%
+5.2%
Q2 2022$1,403,000
+26.9%
40,882
+28.7%
1.26%
+30.5%
Q4 2021$1,106,000
+1.4%
31,777
-2.7%
0.96%
-5.2%
Q3 2021$1,091,00032,6501.02%
Other shareholders
ISHARES GOLD TR shareholders Q3 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