CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 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
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$451,022
-3.8%
12,890
+0.1%
0.01%0.0%
Q2 2023$468,776
-2.6%
12,8820.0%0.01%
-7.1%
Q1 2023$481,401
+7.6%
12,882
-0.4%
0.01%
-17.6%
Q4 2022$447,352
-16.5%
12,933
-17.2%
0.02%
-22.7%
Q2 2022$536,000
-9.9%
15,623
-3.4%
0.02%
+4.8%
Q1 2022$595,000
-5.7%
16,165
-10.8%
0.02%
-8.7%
Q4 2021$631,000
+1.8%
18,120
-2.4%
0.02%
-4.2%
Q3 2021$620,000
-0.2%
18,565
+0.8%
0.02%
-4.0%
Q2 2021$621,00018,4090.02%
Other shareholders
ISHARES GOLD TR shareholders Q4 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