CAMBRIDGE ASSOCIATES LLC /MA/ /ADV - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$14,251,322
+11.2%
407,297
+15.7%
0.95%
-1.1%
Q2 2023$12,811,901
+40.9%
352,072
+44.7%
0.96%
+36.1%
Q1 2023$9,094,998
+11.8%
243,377
+3.5%
0.70%
+12.1%
Q4 2022$8,134,945
-55.2%
235,182
-59.2%
0.63%
-57.8%
Q3 2022$18,172,000
-8.1%
576,3500.0%1.49%
-6.1%
Q2 2022$19,775,000
-3.5%
576,350
+3.6%
1.58%
+17.0%
Q1 2022$20,498,000
+83.4%
556,551
+73.4%
1.36%
+61.5%
Q4 2021$11,176,000
+75.7%
321,048
+68.6%
0.84%
+51.4%
Q3 2021$6,360,000190,3770.55%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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