DOPKINS WEALTH MANAGEMENT, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
DOPKINS WEALTH MANAGEMENT, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$262,880
+9.2%
7,513
+13.6%
0.20%
-7.0%
Q2 2023$240,647
-10.7%
6,613
-8.3%
0.21%
-15.1%
Q1 2023$269,550
+8.0%
7,2130.0%0.25%
+14.5%
Q4 2022$249,498
+9.9%
7,2130.0%0.22%
-13.4%
Q3 2022$227,000
-7.0%
7,213
+1.5%
0.25%
-3.8%
Q2 2022$244,000
-6.9%
7,1080.0%0.26%
-7.0%
Q1 2022$262,000
+6.1%
7,1080.0%0.28%
+16.4%
Q4 2021$247,0007,1080.24%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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