Bradley & Co. Private Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$695,531
-3.8%
19,8780.0%0.73%
+1.4%
Q2 2023$723,360
-2.6%
19,8780.0%0.72%
-12.0%
Q1 2023$742,841
+8.0%
19,8780.0%0.81%
-2.7%
Q4 2022$687,580
+9.7%
19,8780.0%0.84%
+11.9%
Q3 2022$627,000
-8.1%
19,8780.0%0.75%
-0.4%
Q2 2022$682,000
-6.8%
19,8780.0%0.75%
+19.4%
Q1 2022$732,000
+5.8%
19,8780.0%0.63%
+13.3%
Q4 2021$692,000
+4.2%
19,8780.0%0.56%
-3.1%
Q3 2021$664,000
-0.9%
19,8780.0%0.57%
-2.1%
Q2 2021$670,00019,8780.58%
Other shareholders
ISHARES GOLD TR shareholders Q2 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