Southeast Asset Advisors Inc. - 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
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 Q1 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders