PBMares Wealth Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

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 Q3 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