Naviter Wealth, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Naviter Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,134,621
-27.8%
32,427
-24.9%
0.27%
-31.3%
Q2 2023$1,570,410
-2.6%
43,1550.0%0.40%
-29.3%
Q1 2023$1,612,702
-84.5%
43,155
-84.8%
0.56%
-80.3%
Q4 2022$10,413,002
-47.6%
283,347
-55.1%
2.86%
-64.8%
Q3 2022$19,891,000
+12.1%
630,873
+22.0%
8.11%
+11.5%
Q2 2022$17,744,000
-14.6%
517,165
-8.3%
7.28%
+5.0%
Q1 2022$20,780,000
-28.5%
564,201
-32.4%
6.93%
-20.2%
Q4 2021$29,065,000834,9538.69%
Other shareholders
ISHARES GOLD TR shareholders Q2 2023
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