West Branch Capital LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,022 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.

Quarter-by-quarter ownership
West Branch Capital LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$219,650
+4.6%
5,0000.0%0.08%
-3.5%
Q1 2024$210,050
+1.8%
5,000
-5.4%
0.08%
-12.4%
Q4 2023$206,274
+17.9%
5,285
+5.7%
0.10%
+5.4%
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 ↓
Packer & Co Ltd 4,685,100$156,529,00071.35%
VCU Investment Management Co 1,020,205$34,085,00020.24%
MOON CAPITAL MANAGEMENT LP 1,552,064$51,854,00016.01%
Mader & Shannon Wealth Management, Inc. 668,522$22,335,00014.27%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Sowa Financial Group, Inc. 532,192$17,781,00011.54%
Proficio Capital Partners LLC 2,265,370$75,686,0009.96%
Zhang Financial LLC 943,995$31,539,0007.29%
Private Harbour Investment Management & Counsel, LLC 243,175$8,124,0007.15%
Arnhold LLC 1,807,254$60,380,0006.97%
View complete list of ISHARES GOLD TR shareholders