WEALTHSPAN PARTNERS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 942 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
WEALTHSPAN PARTNERS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$5,015,181
+7.1%
114,163
+2.4%
2.77%
+0.3%
Q1 2024$4,683,359
+11.4%
111,482
+3.5%
2.76%
-6.2%
Q4 2023$4,203,843
+12.6%
107,708
+1.0%
2.94%
-0.2%
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 Q3 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
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%
View complete list of ISHARES GOLD TR shareholders