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$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders