Wellspring Financial Advisors, 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
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 Q3 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders