THEORY FINANCIAL LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAUM and the CUSIP is 46436F103. A total of 2 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
THEORY FINANCIAL LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,490,187
+1.1%
189,170
+5.1%
2.05%
+3.0%
Q2 2023$3,453,340
-6.9%
180,049
-4.4%
1.99%
-10.7%
Q1 2023$3,709,931
+8.2%
188,417
+0.1%
2.22%
-2.0%
Q4 2022$3,427,759
+14.9%
188,235
+11.3%
2.27%
+6.0%
Q2 2022$2,984,000
+5.2%
169,078
+15.4%
2.14%
+14.0%
Q1 2022$2,836,000146,4631.88%
Other shareholders
ISHARES GOLD TR shareholders Q4 2023
NameSharesValueWeighting ↓
Alaska Permanent Fund Corp 10,601,000$203,327,1804.00%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3,504,314$67,212,7433.71%
Greenline Partners, LLC 635,216$12,183,4432.28%
THEORY FINANCIAL LLC 180,049$3,453,3401.99%
MARIPAU WEALTH MANAGEMENT LLC 112,618$2,160,0081.92%
CASTLE WEALTH MANAGEMENT LLC 135,403$2,597,0301.81%
OARSMAN CAPITAL, INC. 65,110$1,248,8100.55%
Versant Capital Management, Inc 82,119$1,575,0420.50%
Slagle Financial, LLC 29,232$560,6690.35%
B.O.S.S. Retirement Advisors, LLC 80,517$1,544,3160.33%
View complete list of ISHARES GOLD TR shareholders