Spire Wealth Management - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,017 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$603,510
-32.5%
13,738
-35.5%
0.02%
+31.2%
Q1 2024$894,351
+10.8%
21,289
+1.2%
0.02%
-40.7%
Q4 2023$807,418
+6.5%
21,032
-3.0%
0.03%
-6.9%
Q3 2023$758,478
-8.1%
21,677
-4.4%
0.03%
-3.3%
Q2 2023$825,507
+3.8%
22,685
+6.6%
0.03%
-3.2%
Q1 2023$795,626
+135210.5%
21,290
+25.3%
0.03%
-6.1%
Q4 2022$588
-99.9%
16,986
-0.0%
0.03%0.0%
Q3 2022$536,000
-26.3%
16,992
-19.8%
0.03%
+10.0%
Q2 2022$727,00021,1870.03%
Other shareholders
ISHARES GOLD TR shareholders Q1 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