Mayflower Financial Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,115 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.

Quarter-by-quarter ownership
Mayflower Financial Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$763,899
+4.6%
17,3890.0%0.12%
+2.5%
Q1 2024$730,512
+7.6%
17,3890.0%0.12%
+29.8%
Q4 2023$678,693
+11.5%
17,3890.0%0.09%
+3.3%
Q3 2023$608,441
-4.0%
17,389
-0.1%
0.09%
+11.0%
Q2 2023$633,732
-2.6%
17,4150.0%0.08%
-4.7%
Q1 2023$650,799
+8.0%
17,4150.0%0.09%
+2.4%
Q4 2022$602,385
+5.1%
17,415
-4.2%
0.08%
-8.7%
Q3 2022$573,000
-4.2%
18,170
+4.3%
0.09%0.0%
Q2 2022$598,000
-6.7%
17,4150.0%0.09%
+7.0%
Q1 2022$641,000
+1.6%
17,415
-4.0%
0.09%
+2.4%
Q4 2021$631,000
+2.3%
18,139
-0.9%
0.08%
+1.2%
Q3 2021$617,000
-0.2%
18,306
-0.1%
0.08%
-2.4%
Q2 2021$618,00018,3330.08%
Other shareholders
ISHARES GOLD TR shareholders Q4 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
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%
View complete list of ISHARES GOLD TR shareholders