WCG Wealth Advisors 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
WCG Wealth Advisors LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$998
+62.0%
28,392
+67.6%
0.07%
+1.4%
Q2 2023$616
+6.0%
16,941
+9.0%
0.07%
-2.7%
Q1 2023$581
-99.9%
15,538
-7.2%
0.07%
-6.3%
Q4 2022$579,227
+13.1%
16,746
+3.1%
0.08%
+16.2%
Q3 2022$512,000
-37.3%
16,249
-19.5%
0.07%
+21.4%
Q2 2022$817,00020,1890.06%
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