KB FINANCIAL PARTNERS, 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
KB FINANCIAL PARTNERS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$16,648
-4.1%
475,781
-0.2%
4.76%
-0.1%
Q2 2023$17,354
-1.7%
476,899
+0.9%
4.77%
-8.1%
Q1 2023$17,656
+8.3%
472,455
+0.2%
5.19%
-6.8%
Q4 2022$16,308
-99.9%
471,477
-6.6%
5.57%
-2.1%
Q3 2022$15,913,000
-6.8%
504,686
+1.4%
5.69%
-3.6%
Q2 2022$17,070,000
-8.7%
497,533
-1.9%
5.90%
+14.3%
Q1 2022$18,687,000
+12.5%
507,385
+6.3%
5.16%
+8.2%
Q4 2021$16,617,000
+23.0%
477,373
+18.0%
4.77%
-3.6%
Q3 2021$13,511,000
+1.1%
404,408
+2.0%
4.95%
-2.1%
Q2 2021$13,365,000396,4765.05%
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