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 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