Worth Asset Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Worth Asset Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2023$219,941
-47.6%
6,044
-46.1%
0.17%
-47.3%
Q1 2023$419,404
+4749.7%
11,223
+4389.2%
0.32%
+5216.7%
Q4 2022$8,648
+8.1%
2500.0%0.01%0.0%
Q3 2022$8,000
-75.8%
250
-74.7%
0.01%
-73.9%
Q2 2022$33,000
-59.3%
987
-57.5%
0.02%
-56.6%
Q1 2022$81,0002,3220.05%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
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