PDS Planning, Inc - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$423,078
-3.5%
12,091
+0.3%
0.06%
-1.8%
Q2 2023$438,505
-2.6%
12,050
+0.1%
0.06%
-9.7%
Q1 2023$449,986
+6.4%
12,041
-1.5%
0.06%
-8.8%
Q4 2022$423,030
+9.9%
12,230
+0.1%
0.07%
-2.9%
Q3 2022$385,000
-8.1%
12,219
+0.1%
0.07%
-7.9%
Q2 2022$419,000
+2.7%
12,209
+4.1%
0.08%
-2.6%
Q4 2021$408,000
+4.1%
11,7330.0%0.08%
-13.3%
Q3 2021$392,000
-5.1%
11,733
-4.3%
0.09%
-10.9%
Q2 2021$413,00012,2660.10%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
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