WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC - 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
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$520,336
-13.3%
14,871
-9.8%
0.02%
-10.0%
Q2 2023$599,853
-5.9%
16,484
-3.4%
0.02%
-9.1%
Q1 2023$637,495
+3.6%
17,059
-4.2%
0.02%
-4.3%
Q4 2022$615,633
-77.0%
17,798
-79.0%
0.02%
-80.0%
Q3 2022$2,676,000
-13.5%
84,881
-5.9%
0.12%
-11.5%
Q2 2022$3,095,000
+2.8%
90,211
+6.3%
0.13%
+8.3%
Q1 2022$3,010,000
+2.9%
84,869
+1.0%
0.12%
+17.6%
Q4 2021$2,925,000
+2.9%
84,038
-1.2%
0.10%
-8.9%
Q3 2021$2,843,000
+366.8%
85,085
+371.1%
0.11%
+366.7%
Q2 2021$609,00018,0600.02%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
NameSharesValueWeighting ↓
Modus Advisors, LLC 324,418$12,662,0355.14%
Silverleafe Capital Partners, LLC 194,878$7,606,0883.60%
Lowe Wealth Advisors, LLC 166,641$6,503,9983.22%
Global Wealth Strategies & Associates 120,183$4,690,7421.95%
Systelligence, LLC 169,444$6,613,3991.80%
Versant Capital Management, Inc 100,914$3,938,6731.17%
BALDWIN BROTHERS LLC/MA 326,961$12,761,2881.00%
Fifth Third Wealth Advisors LLC 28,384$1,107,8280.36%
DOLIVER ADVISORS, LP 22,195$866,2710.27%
Horizons Wealth Management 2,698$105,3030.07%
View complete list of ISHARES GOLD TR shareholders