Laird Norton Wetherby Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Laird Norton Wetherby Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$265,785
-51.1%
7,596
-49.1%
0.02%
-48.3%
Q2 2023$543,012
+100.6%
14,922
+106.0%
0.03%
+81.2%
Q1 2023$270,710
+35.0%
7,244
+25.0%
0.02%
+23.1%
Q4 2022$200,483
+0.2%
5,796
-0.7%
0.01%
-7.1%
Q2 2022$200,000
-14.5%
5,837
-8.1%
0.01%
+7.7%
Q1 2022$234,000
+3.5%
6,353
-2.2%
0.01%0.0%
Q4 2021$226,000
+4.1%
6,4940.0%0.01%0.0%
Q3 2021$217,000
-0.5%
6,494
+0.3%
0.01%0.0%
Q2 2021$218,0006,4740.01%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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