Wealth Quarterback LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 960 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
Wealth Quarterback LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$921,545
+12.1%
20,978
+7.2%
0.52%
+13.7%
Q1 2024$822,034
+11.9%
19,568
+3.9%
0.46%
+2.2%
Q4 2023$734,762
-7.9%
18,826
-17.4%
0.45%
-34.9%
Q3 2023$797,862
-14.7%
22,803
-11.2%
0.69%
+6.5%
Q2 2023$934,880
-39.5%
25,691
-37.9%
0.65%
-50.6%
Q1 2023$1,545,922
-72.1%
41,368
-74.2%
1.31%
-71.4%
Q4 2022$5,536,925
+12.0%
160,073
+2.1%
4.59%
-12.7%
Q3 2022$4,943,000
-9.8%
156,775
-1.9%
5.26%
+23.0%
Q2 2022$5,482,000
+316.9%
159,773
+306.1%
4.27%
+389.0%
Q3 2021$1,315,000
-5.3%
39,345
-4.4%
0.87%
+3.6%
Q2 2021$1,388,000
-76.1%
41,150
-73.9%
0.84%
-74.1%
Q1 1987$5,813,000157,8293.25%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
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%
View complete list of ISHARES GOLD TR shareholders