PBMares Wealth Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
PBMares Wealth Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$963,747
-3.8%
27,544
+0.0%
0.35%
-2.8%
Q2 2023$1,002,126
-8.5%
27,539
-6.1%
0.36%
-12.0%
Q1 2023$1,095,782
+7.7%
29,323
-0.3%
0.41%
-1.2%
Q4 2022$1,017,275
-0.2%
29,410
-9.0%
0.41%
-7.2%
Q3 2022$1,019,000
-47.2%
32,306
-42.6%
0.44%
-46.3%
Q2 2022$1,930,000
+66.0%
56,256
+68.4%
0.83%
+68.4%
Q4 2021$1,163,000
-5.1%
33,400
-9.0%
0.49%
-15.9%
Q3 2021$1,226,000
+12.6%
36,710
+13.6%
0.58%
-1.5%
Q2 2021$1,089,00032,3160.59%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders