EVERGREEN CAPITAL MANAGEMENT LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,184,132
-4.9%
33,842
-1.1%
0.05%0.0%
Q2 2023$1,244,684
-22.5%
34,204
-20.4%
0.05%
-27.8%
Q1 2023$1,605,976
+4.7%
42,975
-3.1%
0.07%0.0%
Q4 2022$1,533,375
+10.1%
44,330
+0.4%
0.07%
-1.4%
Q3 2022$1,393,000
-8.1%
44,1700.0%0.07%
-7.6%
Q2 2022$1,515,000
-19.0%
44,170
-13.0%
0.08%
+3.9%
Q1 2022$1,870,000
+37.9%
50,786
+30.4%
0.08%
+40.7%
Q4 2021$1,356,000
+5.0%
38,940
+0.7%
0.05%
-6.9%
Q3 2021$1,291,000
+2.9%
38,656
+3.9%
0.06%
-3.3%
Q2 2021$1,255,00037,2150.06%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders