TCWP LLC - 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
TCWP LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q1 2023$2,677,759
+9.3%
71,655
+1.2%
0.51%
+2.2%
Q4 2022$2,450,021
+11.1%
70,830
+1.2%
0.50%
+6.2%
Q3 2022$2,205,000
-5.8%
69,961
+2.5%
0.47%
-6.0%
Q2 2022$2,341,000
-5.9%
68,245
+1.0%
0.50%
+10.2%
Q1 2022$2,488,000
+7.1%
67,580
+1.2%
0.45%
-2.0%
Q4 2021$2,324,00066,7790.46%
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