PROSPERA PRIVATE WEALTH, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
PROSPERA PRIVATE WEALTH, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$12,703,399
+13.3%
363,058
+21.0%
9.52%
+21.3%
Q1 2023$11,215,970
+43.0%
300,133
+32.3%
7.85%
+37.6%
Q4 2022$7,845,254
-47.3%
226,807
-51.9%
5.70%
-43.9%
Q3 2022$14,878,000
-6.5%
471,863
+1.8%
10.17%
+2.8%
Q2 2022$15,907,000
-10.0%
463,626
-3.3%
9.89%
+40.9%
Q1 2022$17,666,000
+54.6%
479,638
+46.1%
7.02%
+59.9%
Q4 2021$11,426,000328,2474.39%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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