CGN Advisors LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q4 2023$340,810
+13.0%
8,732
+1.3%
0.05%
+14.6%
Q3 2023$301,649
-3.3%
8,621
+0.5%
0.04%
-8.9%
Q2 2023$312,081
+7.3%
8,576
+10.2%
0.04%
-2.2%
Q1 2023$290,813
+0.4%
7,782
-7.1%
0.05%
-9.8%
Q4 2022$289,726
-0.1%
8,376
-9.0%
0.05%
-30.1%
Q3 2022$290,000
-10.8%
9,202
-2.8%
0.07%
-20.7%
Q2 2022$325,000
-10.2%
9,465
-3.6%
0.09%
+2.2%
Q1 2022$362,000
+9.7%
9,823
+3.8%
0.09%
+4.7%
Q4 2021$330,000
+6.1%
9,467
+1.7%
0.09%
-15.7%
Q3 2021$311,000
-1.0%
9,3060.0%0.10%
+3.0%
Q2 2021$314,0009,3060.10%
Other shareholders
ISHARES GOLD TR shareholders Q2 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