M. Kulyk & Associates, 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
M. Kulyk & Associates, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2023$236,026
-2.6%
6,4860.0%0.07%
-9.6%
Q1 2023$242,382
+8.0%
6,4860.0%0.07%
-2.7%
Q4 2022$224,351
+9.4%
6,4860.0%0.08%
+5.6%
Q3 2022$205,000
-12.4%
6,486
-4.9%
0.07%
-2.7%
Q2 2022$234,000
-6.8%
6,8210.0%0.07%
+5.8%
Q1 2022$251,000
+5.9%
6,8210.0%0.07%
+13.1%
Q4 2021$237,000
-9.2%
6,821
-12.8%
0.06%
-27.4%
Q3 2021$261,000
+19.2%
7,822
+20.6%
0.08%
+6.3%
Q2 2021$219,0006,4860.08%
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