WEALTHSPAN PARTNERS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
WEALTHSPAN PARTNERS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,732,558
-7.3%
106,675
-3.6%
2.95%
-7.2%
Q2 2023$4,026,784
-0.0%
110,656
+2.7%
3.18%
-7.7%
Q1 2023$4,028,038
+14.1%
107,788
+5.6%
3.44%
+7.2%
Q4 2022$3,529,840
+16.5%
102,048
+6.2%
3.21%
+2.4%
Q3 2022$3,031,000
-9.3%
96,135
-1.3%
3.14%
-9.1%
Q2 2022$3,341,000
-2.2%
97,388
+5.0%
3.45%
+11.4%
Q1 2022$3,415,000
+7.5%
92,727
+1.6%
3.10%
+10.3%
Q4 2021$3,178,00091,3012.81%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders