Wallington Asset Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wallington Asset Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$8,342
-0.5%
238,404
+3.5%
1.52%
+1.0%
Q2 2023$8,380
+3.3%
230,274
+6.1%
1.50%
-7.5%
Q1 2023$8,110
+9.2%
217,012
+1.0%
1.62%
+1.0%
Q4 2022$7,429
-99.9%
214,787
+4.2%
1.61%
+4.6%
Q3 2022$6,500,000
-6.7%
206,165
+1.5%
1.54%
+8.8%
Q2 2022$6,966,000
-14.3%
203,077
-11.4%
1.41%
+0.5%
Q1 2022$8,131,000
+21.0%
229,100
+18.7%
1.41%
+37.3%
Q4 2021$6,720,000
+7.0%
193,042
+2.7%
1.02%
-1.9%
Q3 2021$6,281,000
+1.2%
187,997
+2.1%
1.04%
-1.9%
Q2 2021$6,206,000184,1171.06%
Other shareholders
ISHARES GOLD TR shareholders Q4 2022
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