Congress Wealth Management LLC / DE / - 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
Congress Wealth Management LLC / DE / ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,169,994
-5.3%
33,438
-1.5%
0.02%
-17.2%
Q2 2023$1,235,148
-15.4%
33,942
-13.1%
0.03%
-17.1%
Q1 2023$1,460,306
+1.7%
39,077
-5.9%
0.04%
-5.4%
Q4 2022$1,436,555
-58.6%
41,531
-62.3%
0.04%
-60.6%
Q3 2022$3,471,000
+1358.4%
110,082
+1489.4%
0.09%
+1466.7%
Q2 2022$238,000
-6.7%
6,9260.0%0.01%0.0%
Q1 2022$255,000
+21.4%
6,926
+14.5%
0.01%
+50.0%
Q4 2021$210,0006,0470.00%
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