EVERGREEN CAPITAL MANAGEMENT LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

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 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
Private Harbour Investment Management & Counsel, LLC 243,175$8,197,0007.20%
View complete list of ISHARES GOLD TR shareholders