PDS Planning, Inc - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

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 Q1 2023
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