Southeast Asset Advisors Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
Southeast Asset Advisors Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,313,931
-3.8%
151,8700.0%0.75%
-5.1%
Q2 2023$5,526,549
-2.6%
151,8700.0%0.79%
-7.5%
Q1 2023$5,675,382
+8.0%
151,8700.0%0.85%
+2.0%
Q4 2022$5,253,183
+9.7%
151,8700.0%0.83%
+2.5%
Q3 2022$4,788,000
-8.1%
151,8700.0%0.81%
-1.0%
Q2 2022$5,211,000
-6.8%
151,8700.0%0.82%
+10.8%
Q1 2022$5,593,000
+5.8%
151,8700.0%0.74%
+2.3%
Q4 2021$5,287,000
+4.2%
151,8700.0%0.72%
-13.0%
Q3 2021$5,074,000
-0.9%
151,8700.0%0.83%
-0.7%
Q2 2021$5,120,000151,8700.84%
Other shareholders
ISHARES GOLD TR shareholders Q2 2021
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