CONTINUUM WEALTH ADVISORS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,044 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
CONTINUUM WEALTH ADVISORS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$254,794
+1.7%
5,800
-2.8%
0.13%
-5.6%
Q1 2024$250,590
+11.3%
5,965
+3.4%
0.14%
-2.7%
Q4 2023$225,203
+11.5%
5,7700.0%0.15%
+2.8%
Q3 2023$201,892
-4.2%
5,770
-0.3%
0.14%
-4.7%
Q2 2023$210,698
-2.4%
5,790
+0.2%
0.15%
-15.3%
Q1 2023$215,961
+4.2%
5,779
-3.5%
0.18%
-14.6%
Q4 2022$207,2295,9910.21%
Other shareholders
ISHARES GOLD TR shareholders Q2 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
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%
View complete list of ISHARES GOLD TR shareholders