Sterling Financial Planning, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

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 Q2 2022
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