PBMares Wealth Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

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 Q1 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