WEALTHSOURCE PARTNERS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,436,794
-10.1%
41,063
-6.5%
0.10%
-6.7%
Q2 2023$1,598,685
+11.2%
43,932
+14.2%
0.10%
+8.2%
Q1 2023$1,437,063
-5.3%
38,455
-12.4%
0.10%
-9.3%
Q4 2022$1,518,224
+12.4%
43,892
+2.4%
0.11%
+7.0%
Q3 2022$1,351,000
-6.1%
42,853
+2.3%
0.10%
-4.8%
Q2 2022$1,438,000
-20.8%
41,902
-15.0%
0.10%
-13.9%
Q1 2022$1,816,000
+16.6%
49,305
+10.2%
0.12%
-2.4%
Q4 2021$1,558,000
+1.3%
44,743
-2.8%
0.12%
-6.7%
Q3 2021$1,538,000
+0.9%
46,023
+1.8%
0.13%
-0.7%
Q2 2021$1,525,00045,2310.14%
Other shareholders
ISHARES GOLD TR shareholders Q1 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