ROOSEVELT INVESTMENT GROUP LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 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
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 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