TriaGen Wealth Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
TriaGen Wealth Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,853,945
+2.2%
52,985
+6.3%
0.95%
+14.0%
Q2 2023$1,813,932
+1.4%
49,847
+4.1%
0.83%
-7.7%
Q1 2023$1,788,566
+7.0%
47,861
-1.0%
0.90%
-3.2%
Q4 2022$1,671,838
+13.3%
48,333
+3.3%
0.93%
+14.1%
Q3 2022$1,475,000
-0.2%
46,783
+8.6%
0.81%
-22.5%
Q2 2022$1,478,000
-4.3%
43,090
+2.8%
1.05%
+31.1%
Q1 2022$1,544,00041,9100.80%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders