Wallington Asset Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Wallington Asset Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$8,342
-0.5%
238,404
+3.5%
1.52%
+1.0%
Q2 2023$8,380
+3.3%
230,274
+6.1%
1.50%
-7.5%
Q1 2023$8,110
+9.2%
217,012
+1.0%
1.62%
+1.0%
Q4 2022$7,429
-99.9%
214,787
+4.2%
1.61%
+4.6%
Q3 2022$6,500,000
-6.7%
206,165
+1.5%
1.54%
+8.8%
Q2 2022$6,966,000
-14.3%
203,077
-11.4%
1.41%
+0.5%
Q1 2022$8,131,000
+21.0%
229,100
+18.7%
1.41%
+37.3%
Q4 2021$6,720,000
+7.0%
193,042
+2.7%
1.02%
-1.9%
Q3 2021$6,281,000
+1.2%
187,997
+2.1%
1.04%
-1.9%
Q2 2021$6,206,000184,1171.06%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders