Wealth Management Partners, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wealth Management Partners, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$6,576,755
-1.4%
187,961
+2.6%
4.10%
-2.2%
Q2 2023$6,669,778
-0.0%
183,286
+2.6%
4.19%
-10.1%
Q1 2023$6,672,862
+10.4%
178,562
+2.0%
4.66%
-7.6%
Q4 2022$6,046,609
+6.8%
175,000
-0.6%
5.04%
+1.4%
Q3 2022$5,660,000
-7.5%
176,000
-1.1%
4.97%
-7.0%
Q2 2022$6,121,000
-3.4%
178,000
-2.2%
5.35%
+22.9%
Q4 2021$6,339,000
+4.5%
182,000
+0.2%
4.35%
-3.2%
Q3 2021$6,068,000
+2.4%
181,616
+3.3%
4.50%
+8.9%
Q2 2021$5,926,000175,7984.13%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders