NewEdge Wealth, 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
NewEdge Wealth, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$280,865
-66.6%
8,027
-65.3%
0.01%
-67.9%
Q2 2023$841,228
-2.6%
23,1170.0%0.03%
-15.2%
Q1 2023$863,882
+67.4%
23,117
+65.1%
0.03%
+43.5%
Q1 2022$516,000
-40.4%
14,000
-43.7%
0.02%
-36.1%
Q4 2021$866,000
-0.3%
24,882
-4.3%
0.04%
-30.8%
Q3 2021$869,000
+1.3%
26,012
+2.2%
0.05%
-21.2%
Q2 2021$858,00025,4620.07%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders