WBH ADVISORY INC - 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
WBH ADVISORY INC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,754,888
-2.7%
50,154
+1.2%
0.22%
+0.5%
Q2 2023$1,804,253
-3.7%
49,581
-1.1%
0.21%
-8.5%
Q1 2023$1,872,723
+11.4%
50,113
-6.0%
0.23%
-3.7%
Q3 2022$1,681,000
-5.4%
53,310
-1.3%
0.24%
+2.5%
Q2 2022$1,777,000
-10.3%
54,032
-1.7%
0.24%
-2.5%
Q1 2022$1,981,000
-9.2%
54,964
-12.3%
0.24%
-2.4%
Q4 2021$2,182,000
-3.4%
62,684
-7.2%
0.25%
-18.1%
Q3 2021$2,258,000
-8.2%
67,572
-6.0%
0.30%
-15.8%
Q2 2021$2,461,00071,8840.36%
Other shareholders
ISHARES GOLD TR shareholders Q3 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