Schrum Private Wealth Management 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
Schrum Private Wealth Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$224,461
-3.8%
6,4150.0%0.26%
+1.6%
Q2 2023$233,442
-2.6%
6,4150.0%0.25%
-9.0%
Q1 2023$239,729
+8.0%
6,4150.0%0.28%
+5.3%
Q4 2022$221,895
+9.8%
6,4150.0%0.26%
+3.1%
Q3 2022$202,000
-8.2%
6,4150.0%0.26%
+2.4%
Q2 2022$220,000
-4.8%
6,4150.0%0.25%
+7.3%
Q1 2022$231,000
+3.1%
6,4150.0%0.23%
+13.7%
Q4 2021$224,0006,4150.20%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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