STRATEGY ASSET MANAGERS LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
STRATEGY ASSET MANAGERS LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2023$1,387,369
+1.5%
38,125
+4.2%
0.31%
-7.5%
Q1 2023$1,367,443
+110266.7%
36,592
+2.2%
0.33%
+5.7%
Q4 2022$1,239
-99.9%
35,816
+13.0%
0.32%
+15.8%
Q3 2022$1,000,000
-8.9%
31,703
-1.0%
0.27%
-19.5%
Q2 2022$1,098,000
+50.8%
32,008
+53.1%
0.34%
+78.8%
Q4 2021$728,000
-3.4%
20,908
-7.3%
0.19%
+12.5%
Q3 2021$754,000
+2.9%
22,555
+3.7%
0.17%
+8.4%
Q2 2021$733,00021,7420.16%
Other shareholders
ISHARES GOLD TR shareholders Q2 2021
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