Three Bridge Wealth Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
Three Bridge Wealth Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$6,034,585
-4.2%
172,466
-0.3%
2.50%
-6.0%
Q2 2023$6,296,307
+3.0%
173,023
+5.8%
2.67%
-5.9%
Q1 2023$6,111,789
+14.6%
163,548
+6.1%
2.83%
-0.9%
Q4 2022$5,331,495
+42.0%
154,134
+29.4%
2.86%
+49.6%
Q3 2022$3,755,000
-4.0%
119,087
+4.5%
1.91%
-0.3%
Q2 2022$3,911,000
+92577.7%
113,987
-0.5%
1.92%
+62.4%
Q1 2022$4,220114,5731.18%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
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