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 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