GSB Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
GSB Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$401,930
-15.3%
11,487
-11.9%
0.14%
-12.3%
Q2 2023$474,326
-33.8%
13,035
-34.1%
0.15%
-34.2%
Q1 2023$716,451
+80.3%
19,789
+72.3%
0.23%
+64.8%
Q4 2022$397,335
+9.8%
11,4870.0%0.14%
+8.4%
Q3 2022$362,000
-8.1%
11,4870.0%0.13%
-2.2%
Q2 2022$394,000
-6.9%
11,4870.0%0.13%
+8.9%
Q1 2022$423,000
+5.8%
11,4870.0%0.12%
+7.0%
Q4 2021$400,000
+22.7%
11,487
+17.8%
0.12%
-31.5%
Q3 2021$326,000
-15.8%
9,750
-15.1%
0.17%
+38.8%
Q2 2021$387,00011,4870.12%
Other shareholders
ISHARES GOLD TR shareholders Q4 2023
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