STRATEGY ASSET MANAGERS 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
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 Q1 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders