WMS Partners, 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
WMS Partners, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,204,035
-3.8%
91,5700.0%0.25%
-3.4%
Q2 2023$3,332,233
+9.3%
91,570
+12.3%
0.26%
-1.9%
Q1 2023$3,048,271
+29.4%
81,570
+19.8%
0.27%
+14.6%
Q4 2022$2,355,129
-3.9%
68,087
-12.4%
0.23%
-30.0%
Q3 2022$2,450,000
-1.1%
77,714
+7.6%
0.33%
-13.7%
Q2 2022$2,477,000
-21.1%
72,196
-15.3%
0.39%
-10.2%
Q1 2022$3,138,000
+20.0%
85,196
+13.4%
0.43%
-22.8%
Q4 2021$2,615,000
+2.8%
75,134
-1.3%
0.56%
+49.3%
Q3 2021$2,544,000
+19.5%
76,134
+20.6%
0.37%
+18.4%
Q2 2021$2,128,00063,1340.32%
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