WBH ADVISORY INC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

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 Q1 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,735,103100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$54,570,54465.83%
Packer & Co Ltd 3,585,100$125,44348.46%
Mizuho Bank, Ltd. 8,000,000$291,120,00028.21%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 298,609$10,866,37825.63%
Pariax, LLC 167,362$5,855,99618.27%
CARL STUART INVESTMENT ADVISOR, INC 618,455$21,423,28117.24%
Mader & Shannon Wealth Management, Inc. 580,898$20,325,62113.36%
Sowa Financial Group, Inc. 489,275$17,12012.86%
Arlington Capital Management, Inc. 283,832$9,931,28210.41%
View complete list of ISHARES GOLD TR shareholders