Orion Capital Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
Orion Capital Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$284,889
-22.8%
8,142
-19.7%
0.18%
-23.6%
Q2 2023$369,067
-1.2%
10,142
+1.4%
0.24%
-3.2%
Q1 2023$373,700
+8.0%
10,0000.0%0.25%
-1.6%
Q4 2022$345,900
+9.8%
10,0000.0%0.25%
+0.4%
Q3 2022$315,000
-8.2%
10,0000.0%0.25%
-4.9%
Q2 2022$343,000
-6.8%
10,0000.0%0.27%
+20.4%
Q1 2022$368,000
+5.7%
10,0000.0%0.22%
+11.6%
Q4 2021$348,000
+4.2%
10,0000.0%0.20%
-2.0%
Q3 2021$334,00010,0000.20%
Other shareholders
ISHARES GOLD TR shareholders Q3 2022
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