Montis Financial, LLC - 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
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 Q2 2022
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