Benchmark Investment Advisors LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Benchmark Investment Advisors LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$322,153
-52.7%
9,207
-50.8%
0.32%
-48.3%
Q2 2023$681,585
-30.9%
18,730
-29.0%
0.63%
-37.9%
Q1 2023$986,045
-14.9%
26,386
-21.3%
1.01%
-17.3%
Q4 2022$1,159,318
-5.4%
33,516
-13.7%
1.22%
-7.2%
Q3 2022$1,225,000
+14.0%
38,853
+24.0%
1.32%
+17.8%
Q2 2022$1,075,000
-2.5%
31,333
+4.8%
1.12%
+35.4%
Q1 2022$1,102,000
+4.4%
29,908
-1.4%
0.83%
-4.8%
Q4 2021$1,056,00030,3240.87%
Other shareholders
ISHARES GOLD TR shareholders Q2 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