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 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q4 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