Wellspring Financial Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,695,322
-4.9%
162,770
-1.1%
1.66%
-1.8%
Q2 2023$5,991,432
-8.2%
164,645
-5.8%
1.70%
-12.5%
Q1 2023$6,529,324
+7.6%
174,721
-0.4%
1.94%
-4.0%
Q4 2022$6,068,158
-0.3%
175,431
-9.1%
2.02%
-10.2%
Q3 2022$6,088,000
-12.8%
193,083
-5.1%
2.25%
-7.5%
Q2 2022$6,982,000
-32.2%
203,498
-27.3%
2.43%
-20.0%
Q1 2022$10,305,000
+21.6%
279,786
+14.5%
3.04%
+28.6%
Q4 2021$8,472,000
+4.7%
244,454
+0.5%
2.36%
-3.1%
Q3 2021$8,089,000
-2.6%
243,135
-1.7%
2.44%
-6.7%
Q2 2021$8,305,000247,3952.61%
Other shareholders
ISHARES GOLD TR shareholders Q2 2021
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