Western Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$559,527
-10.3%
15,991
-6.7%
0.05%
-11.3%
Q2 2023$623,978
-11.1%
17,147
-8.7%
0.05%
-18.5%
Q1 2023$701,515
+8.1%
18,772
+0.0%
0.06%
-1.5%
Q4 2022$649,116
-48.5%
18,766
-53.2%
0.07%
-8.3%
Q3 2022$1,261,000
+5.1%
40,072
+15.0%
0.07%
+4.3%
Q2 2022$1,200,000
+130.8%
34,856
+133.3%
0.07%
+35.3%
Q4 2021$520,000
+16.1%
14,939
+12.5%
0.05%
+10.9%
Q2 2021$448,00013,2820.05%
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%
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