Ziegler Capital Management, 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
Ziegler Capital Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,383,183
-3.8%
96,6900.0%0.14%0.0%
Q2 2023$3,518,549
-2.6%
96,6900.0%0.14%
-5.6%
Q1 2023$3,613,305
+8.0%
96,6900.0%0.14%
+2.1%
Q4 2022$3,344,507
+9.7%
96,6900.0%0.14%
+4.5%
Q3 2022$3,049,000
-8.1%
96,6900.0%0.13%
-1.5%
Q2 2022$3,317,000
-6.9%
96,6900.0%0.14%
-9.9%
Q1 2022$3,561,000
+5.8%
96,6900.0%0.15%
+24.8%
Q4 2021$3,366,000
+4.2%
96,6900.0%0.12%
+3.4%
Q3 2021$3,230,000
-0.9%
96,6900.0%0.12%
+7.3%
Q2 2021$3,259,00096,6900.11%
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