Amplius Wealth Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
Amplius Wealth Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,815,847
-6.3%
109,055
-2.6%
0.51%
-6.9%
Q2 2023$4,074,019
-12.8%
111,954
-10.4%
0.55%
-18.1%
Q1 2023$4,670,702
-22.5%
124,985
-28.2%
0.67%
-30.4%
Q4 2022$6,025,348
-69.2%
174,193
-71.9%
0.96%
-72.5%
Q3 2022$19,562,000
-15.2%
620,438
-7.7%
3.50%
-6.3%
Q2 2022$23,073,000
-31.0%
672,507
-26.0%
3.73%
-27.5%
Q1 2022$33,460,000
-0.8%
908,514
-6.3%
5.15%
+10.6%
Q4 2021$33,736,000969,1634.65%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders