Clearstead Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 993 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$1,563,745
+110.7%
35,596
+112.0%
0.03%
-27.0%
Q1 2024$742,030
+10.8%
16,788
-2.2%
0.04%
+2.8%
Q4 2023$669,911
-68.5%
17,164
-71.7%
0.04%
-41.9%
Q3 2023$2,123,999
+211.0%
60,703
+223.4%
0.06%
+51.2%
Q2 2023$683,041
+13.3%
18,770
+16.4%
0.04%
-6.8%
Q1 2023$602,779
+6.9%
16,130
-1.1%
0.04%0.0%
Q4 2022$563,921
+8.4%
16,303
-1.2%
0.04%
-8.3%
Q3 2022$520,000
-62.9%
16,497
-59.7%
0.05%
-56.0%
Q2 2022$1,403,000
-2.6%
40,893
+4.6%
0.11%
+11.2%
Q1 2022$1,440,000
+21.5%
39,112
+14.9%
0.10%
+21.0%
Q4 2021$1,185,000
+9.0%
34,042
+4.6%
0.08%0.0%
Q3 2021$1,087,000
-3.9%
32,541
-3.0%
0.08%
-6.9%
Q2 2021$1,131,00033,5600.09%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
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%
View complete list of ISHARES GOLD TR shareholders