IHT Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,115 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$2,010,818
-6.2%
45,773
-10.3%
0.08%
-12.8%
Q1 2024$2,144,834
+5.1%
51,055
-2.4%
0.09%
-5.5%
Q4 2023$2,040,813
+38.3%
52,288
+24.0%
0.09%
+21.3%
Q3 2023$1,475,230
-3.8%
42,161
+0.0%
0.08%
-6.2%
Q2 2023$1,534,054
-10.4%
42,156
-8.0%
0.08%
-18.4%
Q1 2023$1,711,711
+13.0%
45,804
+4.6%
0.10%
+3.2%
Q4 2022$1,514,125
+14.4%
43,774
+4.3%
0.10%
-5.9%
Q3 2022$1,324,000
+44.4%
41,981
+57.0%
0.10%
+24.7%
Q2 2022$917,000
+24.3%
26,740
+26.0%
0.08%
+50.0%
Q4 2021$738,000
+25.1%
21,214
+20.2%
0.05%
+12.5%
Q3 2021$590,000
-20.9%
17,656
-20.2%
0.05%
+2.1%
Q2 2021$746,00022,1170.05%
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%
Kelly Financial Services LLC 11,930,070$353,90313.70%
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%
View complete list of ISHARES GOLD TR shareholders