QUEST INVESTMENT MANAGEMENT LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
QUEST INVESTMENT MANAGEMENT LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$13,856,775
-3.8%
396,0210.0%1.96%
-0.4%
Q2 2023$14,411,204
-2.6%
396,0210.0%1.97%
-3.2%
Q1 2023$14,799,305
+8.0%
396,0210.0%2.03%
+21.9%
Q4 2022$13,698,366
+9.7%
396,0210.0%1.67%
+8.2%
Q3 2022$12,487,000
-8.1%
396,0210.0%1.54%
-3.8%
Q2 2022$13,587,000
-6.8%
396,0210.0%1.60%
+15.3%
Q1 2022$14,585,000
+49.9%
396,021
+41.6%
1.39%
+66.8%
Q4 2021$9,732,000
+4.2%
279,5800.0%0.83%
-3.0%
Q3 2021$9,341,000
-0.9%
279,5800.0%0.86%
+0.8%
Q2 2021$9,425,000279,5800.85%
Other shareholders
ISHARES GOLD TR shareholders Q4 2023
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