Wealth Management Partners, 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
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 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