Wealth Management Partners, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

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 Q2 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders