Morton Capital Management LLC/CA - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
Morton Capital Management LLC/CA ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$8,871,505
-3.0%
253,544
+0.9%
3.14%
+0.6%
Q2 2023$9,144,116
-4.3%
251,281
-1.7%
3.12%
-7.6%
Q1 2023$9,555,696
-0.7%
255,705
-8.1%
3.38%
-10.0%
Q4 2022$9,621,036
-0.7%
278,145
-9.5%
3.76%
-14.8%
Q3 2022$9,687,152
-7.0%
307,236
+1.3%
4.41%
-2.8%
Q2 2022$10,410,718
-7.7%
303,431
-0.9%
4.53%
-2.0%
Q1 2022$11,279,851
+5.2%
306,268
-0.6%
4.63%
+6.7%
Q4 2021$10,722,873308,0404.34%
Other shareholders
ISHARES GOLD TR shareholders Q3 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
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%
Private Harbour Investment Management & Counsel, LLC 243,175$8,197,0007.20%
View complete list of ISHARES GOLD TR shareholders