SIGMA INVESTMENT COUNSELORS INC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,115 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.

Quarter-by-quarter ownership
SIGMA INVESTMENT COUNSELORS INC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$10,033,129
+6.8%
228,389
+2.1%
0.63%
+3.8%
Q1 2024$9,396,461
+9.2%
223,672
+1.4%
0.60%
-0.3%
Q4 2023$8,607,130
+13.6%
220,526
+1.9%
0.61%
+6.1%
Q3 2023$7,573,411
-2.9%
216,445
+1.0%
0.57%
-0.2%
Q2 2023$7,799,651
-0.7%
214,335
+2.0%
0.57%
-6.1%
Q1 2023$7,853,642
+7.0%
210,159
-0.9%
0.61%
+1.2%
Q4 2022$7,338,822
+9.0%
212,166
-0.6%
0.60%
+5.1%
Q3 2022$6,732,000
-8.0%
213,516
+0.1%
0.57%
-3.7%
Q2 2022$7,321,000
-6.8%
213,374
+0.0%
0.60%
+5.9%
Q1 2022$7,857,000
+8.5%
213,334
+2.6%
0.56%
+11.3%
Q4 2021$7,241,000
+2.6%
208,018
-1.5%
0.51%
-3.3%
Q3 2021$7,058,000
-1.7%
211,255
-0.8%
0.52%
-2.8%
Q2 2021$7,180,000213,0080.54%
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