LEUTHOLD GROUP, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
LEUTHOLD GROUP, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2023$9,427,521
-5.5%
259,069
-3.0%
1.22%
-7.3%
Q1 2023$9,975,735
+7.1%
266,945
-0.9%
1.32%
+5.0%
Q4 2022$9,314,879
+12.4%
269,294
+2.5%
1.26%
+0.6%
Q3 2022$8,284,000
-7.2%
262,719
+1.0%
1.25%
-1.5%
Q2 2022$8,926,000
-7.2%
260,166
-0.4%
1.27%
+2.8%
Q1 2022$9,623,000
+1.9%
261,272
-3.7%
1.23%
+11.4%
Q4 2021$9,442,000
+2.3%
271,233
-1.8%
1.11%
-2.3%
Q3 2021$9,230,000
-1.2%
276,258
-0.3%
1.13%
-1.3%
Q2 2021$9,339,000277,0471.15%
Other shareholders
ISHARES GOLD TR shareholders Q3 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