FINANCIAL MANAGEMENT NETWORK INC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
FINANCIAL MANAGEMENT NETWORK INC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,120,529
-6.2%
61,429
-1.0%
0.70%
-10.9%
Q2 2023$2,259,823
-3.5%
62,066
+1.6%
0.79%
-16.2%
Q1 2023$2,341,919
+12.6%
61,067
+3.4%
0.94%
+1.6%
Q4 2022$2,079,608
-4.8%
59,063
-11.4%
0.92%
-14.2%
Q3 2022$2,184,000
-2.8%
66,692
+1.8%
1.08%
-9.8%
Q2 2022$2,247,000
-5.3%
65,509
+1.4%
1.20%
-0.8%
Q1 2022$2,373,000
+9.2%
64,598
+2.6%
1.20%
+21.0%
Q4 2021$2,173,000
-12.4%
62,953
-14.6%
1.00%
-20.8%
Q3 2021$2,482,000
-1.2%
73,752
-0.1%
1.26%
-1.7%
Q2 2021$2,513,00073,8391.28%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
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