COWA, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 912 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
COWA, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$2,749,571
-19.3%
62,582
-22.8%
1.47%
-26.9%
Q1 2024$3,406,052
+11.8%
81,078
+3.8%
2.01%
+5.6%
Q4 2023$3,047,648
+6.8%
78,081
-4.3%
1.90%
-1.3%
Q3 2023$2,853,759
+1.2%
81,553
+5.2%
1.93%
+3.8%
Q2 2023$2,820,079
-5.3%
77,496
-2.7%
1.86%
-23.5%
Q1 2023$2,977,380
-0.4%
79,673
-7.9%
2.43%
+30.5%
Q4 2022$2,990,599
+18.8%
86,477
+8.3%
1.86%
+12.0%
Q3 2022$2,518,000
-28.3%
79,852
-22.0%
1.66%
-17.7%
Q2 2022$3,511,000
-2.2%
102,321
+5.0%
2.02%
+13.3%
Q1 2022$3,590,000
+8.8%
97,486
+2.8%
1.78%
+7.3%
Q4 2021$3,300,000
-2.2%
94,798
-6.1%
1.66%
-14.0%
Q3 2021$3,373,000
-20.7%
100,944
-19.8%
1.93%
-27.2%
Q2 2021$4,255,000125,8582.65%
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%
Kelly Financial Services LLC 11,930,070$353,90313.70%
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%
View complete list of ISHARES GOLD TR shareholders