WFA of San Diego, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,249
-3.8%
1500.0%0.01%0.0%
Q2 2023$5,459
-96.7%
150
-96.9%
0.01%
-96.1%
Q4 2022$166,378
-4.4%
4,810
-5.1%
0.13%
-14.8%
Q2 2022$174,000
-6.5%
5,066
-5.4%
0.15%
+38.0%
Q4 2021$186,000
+6.9%
5,355
+3.0%
0.11%
-11.5%
Q3 2021$174,000
-15.5%
5,199
-14.9%
0.12%
-23.8%
Q2 2021$206,0006,1070.16%
Other shareholders
ISHARES GOLD TR shareholders Q4 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