EVERGREEN CAPITAL MANAGEMENT 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
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 Q1 2022
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