ROOSEVELT INVESTMENT GROUP LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2022$202,000
-8.2%
6,409
+0.0%
0.02%
-6.2%
Q2 2022$220,000
-19.4%
6,407
-13.4%
0.02%0.0%
Q1 2022$273,000
+2.6%
7,402
-3.1%
0.02%
+6.7%
Q4 2021$266,000
+4.3%
7,6380.0%0.02%
-6.2%
Q3 2021$255,000
-0.8%
7,6380.0%0.02%
+6.7%
Q2 2021$257,0007,6380.02%
Other shareholders
ISHARES GOLD TR shareholders Q3 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders