PINNACLE ASSOCIATES LTD - 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
PINNACLE ASSOCIATES LTD ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$411,937
-16.2%
11,773
-12.9%
0.01%
-11.1%
Q2 2023$491,811
-5.1%
13,515
-2.6%
0.01%
-18.2%
Q1 2023$518,322
+12.4%
13,870
+4.0%
0.01%
+10.0%
Q4 2022$461,188
+12.5%
13,333
+2.6%
0.01%
+11.1%
Q3 2022$410,000
-11.3%
12,998
-3.5%
0.01%
-10.0%
Q2 2022$462,000
-8.3%
13,474
-1.5%
0.01%
+11.1%
Q1 2022$504,000
+6.8%
13,676
+0.8%
0.01%
+12.5%
Q4 2021$472,000
+5.4%
13,567
+1.1%
0.01%0.0%
Q3 2021$448,000
-0.7%
13,424
+0.4%
0.01%0.0%
Q2 2021$451,00013,3660.01%
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