Lifeworks Advisors, LLC - 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
Lifeworks Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$5,103,161
+11.1%
116,166
+6.2%
1.42%
+10.5%
Q1 2024$4,595,110
+42.4%
109,381
+32.3%
1.29%
+15.5%
Q4 2023$3,226,978
+37.6%
82,679
+23.4%
1.11%
+22.0%
Q3 2023$2,344,681
+42.5%
67,010
+48.2%
0.91%
+30.1%
Q2 2023$1,645,046
+113.3%
45,206
+119.0%
0.70%
+92.6%
Q1 2023$771,31720,6400.36%
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