WealthBridge Capital Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthBridge Capital Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$807,149
-1.4%
23,068
+2.5%
0.33%
+1.8%
Q2 2023$818,957
-5.9%
22,505
-3.3%
0.33%
-5.8%
Q1 2023$870,160
+8.0%
23,2850.0%0.35%
+3.0%
Q4 2022$805,428
+2.0%
23,285
+1.2%
0.34%0.0%
Q3 2022$790,0000.0%23,0120.0%0.34%0.0%
Q2 2022$790,000
-3.4%
23,012
+3.6%
0.34%
+10.1%
Q1 2022$818,000
+5.1%
22,212
-0.6%
0.31%
+5.5%
Q4 2021$778,000
+4.1%
22,3440.0%0.29%
+3.9%
Q3 2021$747,000
-0.8%
22,3440.0%0.28%
+1.8%
Q2 2021$753,00022,3440.27%
Other shareholders
ISHARES GOLD TR shareholders Q4 2022
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