OAK FAMILY ADVISORS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
OAK FAMILY ADVISORS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$818,941
-2.4%
23,405
+1.5%
0.39%
-2.5%
Q2 2023$838,826
-11.5%
23,051
-9.1%
0.40%
-15.0%
Q1 2023$947,367
+9.2%
25,351
+1.1%
0.47%
+0.6%
Q4 2022$867,759
+8.3%
25,087
-1.2%
0.46%
+8.4%
Q3 2022$801,000
-4.0%
25,398
+4.5%
0.43%
+1.9%
Q2 2022$834,000
-3.9%
24,313
+3.1%
0.42%
+23.9%
Q1 2022$868,000
+1.3%
23,575
-4.2%
0.34%
+5.9%
Q4 2021$857,000
+10.9%
24,615
+6.4%
0.32%
+13.5%
Q3 2021$773,000
-2.0%
23,130
-1.1%
0.28%
-14.3%
Q2 2021$789,00023,3950.33%
Other shareholders
ISHARES GOLD TR shareholders Q2 2021
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