Twelve Points Wealth Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
Twelve Points Wealth Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,244,168
+4.9%
92,717
+9.1%
1.62%
-1.9%
Q2 2023$3,092,641
+11.3%
84,986
+14.3%
1.65%
+3.2%
Q1 2023$2,779,207
+21.2%
74,370
+12.2%
1.60%
+2.2%
Q4 2022$2,292,937
-15.7%
66,289
-23.1%
1.56%
-26.1%
Q3 2022$2,719,000
-5.6%
86,240
+2.8%
2.11%
-4.9%
Q2 2022$2,879,000
+102.2%
83,909
+105.2%
2.22%
+92.4%
Q4 2021$1,424,00040,8971.15%
Other shareholders
ISHARES GOLD TR shareholders Q3 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