Wescott Financial Advisory Group, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$604,557
-5.0%
17,278
-1.2%
0.11%
-0.9%
Q2 2023$636,134
-2.6%
17,4810.0%0.11%
-21.1%
Q1 2023$653,265
+8.0%
17,4810.0%0.14%
+9.2%
Q4 2022$604,668
+9.7%
17,4810.0%0.13%
-15.0%
Q3 2022$551,000
+18.5%
17,481
+29.1%
0.15%
+21.4%
Q2 2022$465,000
-6.8%
13,5410.0%0.13%
-2.3%
Q1 2022$499,000
+5.9%
13,5410.0%0.13%
-46.9%
Q4 2021$471,000
+4.2%
13,5410.0%0.24%
-5.1%
Q3 2021$452,000
-3.0%
13,5410.0%0.26%
-6.9%
Q2 2021$466,00013,5410.28%
Other shareholders
ISHARES GOLD TR shareholders Q2 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