Montis Financial, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
Montis Financial, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$857,605
-3.8%
24,5100.0%0.57%
-2.4%
Q2 2023$891,919
-2.3%
24,510
+0.3%
0.59%
-16.8%
Q1 2023$913,360
+8.0%
24,4410.0%0.71%
-1.3%
Q4 2022$845,414
+9.7%
24,4410.0%0.72%
-3.6%
Q3 2022$771,000
+25.8%
24,441
+36.9%
0.74%
+29.4%
Q2 2022$613,000
+72.7%
17,858
+85.2%
0.57%
+107.2%
Q1 2022$355,0009,6410.28%
Other shareholders
ISHARES GOLD TR shareholders Q1 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