Wills Financial Group, Inc. - 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
Wills Financial Group, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,151,494
-3.8%
118,6480.0%2.25%
+2.5%
Q2 2023$4,317,601
-2.2%
118,648
+0.4%
2.19%
-7.9%
Q1 2023$4,415,191
-46.7%
118,148
-50.6%
2.38%
+3.2%
Q4 2022$8,277,248
+115.2%
239,296
+96.1%
2.30%
+7.9%
Q3 2022$3,847,000
-8.9%
122,023
-0.9%
2.14%
+2.9%
Q2 2022$4,223,000
-7.0%
123,098
-0.2%
2.08%
+8.9%
Q1 2022$4,542,000
+6.7%
123,318
+0.8%
1.91%
+13.3%
Q4 2021$4,258,000
+5.0%
122,343
+0.8%
1.68%
-7.5%
Q3 2021$4,055,000
+2.3%
121,383
+3.2%
1.82%
+6.1%
Q2 2021$3,963,000117,5781.72%
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