Golden State Equity Partners - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Golden State Equity Partners ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,114,554
-4.8%
31,854
-1.0%
0.31%
-5.5%
Q2 2023$1,170,721
-21.6%
32,172
-19.5%
0.33%
-59.3%
Q1 2023$1,493,287
-52.2%
39,960
-52.9%
0.81%
-48.6%
Q1 2022$3,124,000
+2.6%
84,819
-3.1%
1.57%
+2.1%
Q4 2021$3,046,000
+54.0%
87,510
+47.8%
1.54%
+90.9%
Q3 2021$1,978,00059,2180.81%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
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