CASTLE WEALTH MANAGEMENT LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAUM and the CUSIP is 46436F103. A total of 44 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CASTLE WEALTH MANAGEMENT LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,736,006
+5.4%
148,293
+9.5%
1.95%
+7.7%
Q2 2023$2,597,030135,4031.81%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,261,514$97,074,9335.45%
Alaska Permanent Fund Corp 10,601,000$195,588,4503.68%
MorganRosel Wealth Management, LLC 306,583$5,656,4562.36%
Greenline Partners, LLC 635,216$11,719,7352.21%
THEORY FINANCIAL LLC 189,170$3,490,1872.05%
CASTLE WEALTH MANAGEMENT LLC 148,293$2,736,0061.95%
MARIPAU WEALTH MANAGEMENT LLC 107,541$1,984,1271.82%
Versant Capital Management, Inc 122,827$2,266,1580.72%
OARSMAN CAPITAL, INC. 62,487$1,152,8850.48%
B.O.S.S. Retirement Advisors, LLC 100,615$1,856,3470.40%
View complete list of ISHARES GOLD TR shareholders