MBA Advisors LLC - 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
MBA Advisors LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,837,507
-3.6%
138,254
+0.3%
2.97%
-1.0%
Q2 2023$5,018,399
-3.1%
137,906
-0.5%
3.00%
-7.0%
Q1 2023$5,177,539
+11.4%
138,548
+3.1%
3.22%
+6.0%
Q4 2022$4,646,578
+12.4%
134,333
+2.4%
3.04%
+1.6%
Q3 2022$4,135,000
-0.2%
131,133
+8.5%
2.99%
+5.0%
Q2 2022$4,145,000
-0.8%
120,819
+6.5%
2.85%
+10.1%
Q1 2022$4,177,000
+13.8%
113,403
+7.5%
2.59%
+13.7%
Q4 2021$3,671,000
+8.0%
105,472
+3.7%
2.28%
-9.3%
Q3 2021$3,398,000
+6.2%
101,701
+7.1%
2.51%
+68.3%
Q2 2021$3,200,00094,9401.49%
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