West Branch Capital LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
West Branch Capital LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$174,950
-3.8%
5,0000.0%0.09%
+1.1%
Q2 2023$181,950
-2.6%
5,0000.0%0.09%
-12.5%
Q1 2023$186,850
+8.0%
5,0000.0%0.10%
-2.8%
Q4 2022$172,950
+9.5%
5,0000.0%0.11%
+9.2%
Q3 2022$158,000
-8.1%
5,0000.0%0.10%
-1.0%
Q2 2022$172,000
-6.5%
5,0000.0%0.10%
+12.5%
Q1 2022$184,000
+5.7%
5,0000.0%0.09%
+18.9%
Q4 2021$174,000
+4.2%
5,0000.0%0.07%
-7.5%
Q3 2021$167,000
-1.2%
5,0000.0%0.08%
-3.6%
Q2 2021$169,0005,0000.08%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
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