ROOSEVELT INVESTMENT GROUP 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
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 Q1 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders