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 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

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 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders