REGATTA CAPITAL GROUP, 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
REGATTA CAPITAL GROUP, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$906,696
-5.8%
25,913
-2.0%
0.29%
-5.9%
Q2 2023$962,152
+1.8%
26,440
-3.2%
0.31%
-9.2%
Q1 2023$945,276
-0.0%
27,3280.0%0.34%0.0%
Q4 2022$945,280
-16.3%
27,328
-16.9%
0.34%
-26.9%
Q3 2022$1,129,000
+13.9%
32,900
+13.9%
0.46%
-2.3%
Q2 2022$991,000
-17.1%
28,893
-11.0%
0.47%
+14.6%
Q1 2022$1,195,000
-6.9%
32,450
-12.0%
0.41%
-8.2%
Q4 2021$1,284,00036,8920.45%
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