Sterling Financial Planning, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$12,107,292
-3.5%
346,022
+0.4%
6.20%
-0.2%
Q2 2023$12,546,126
-3.5%
344,769
-0.9%
6.22%
-11.9%
Q1 2023$12,995,249
+11.2%
347,746
+2.9%
7.05%
+1.1%
Q4 2022$11,689,085
+13.5%
337,933
+3.4%
6.98%
-3.4%
Q3 2022$10,301,000
+10.1%
326,694
+19.8%
7.22%
+9.9%
Q2 2022$9,353,000
-6.0%
272,616
+1.0%
6.57%
+5.0%
Q1 2022$9,945,000
+18.0%
270,026
+11.6%
6.26%
+18.8%
Q4 2021$8,425,000
+13.0%
242,043
+8.5%
5.27%
+11.0%
Q3 2021$7,455,000
+7.1%
223,145
+8.0%
4.74%
+4.9%
Q2 2021$6,964,000206,5864.52%
Other shareholders
ISHARES GOLD TR shareholders Q4 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