Baker Avenue Asset Management, LP - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,129 filers reported holding ISHARES GOLD TR in Q2 2024. The put-call ratio across all filers is 5.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$320,996
+2.3%
7,302
-2.2%
0.01%
-8.3%
Q1 2024$313,773
+8.4%
7,469
+0.7%
0.01%
-7.7%
Q4 2023$289,368
+11.5%
7,414
-0.0%
0.01%0.0%
Q3 2023$259,433
-93.9%
7,415
-93.7%
0.01%
-94.0%
Q2 2023$4,284,904
+0.2%
117,750
+2.9%
0.22%
-6.5%
Q1 2023$4,277,239
+2075.9%
114,457
+1914.0%
0.23%
+1825.0%
Q4 2022$196,575
-33.4%
5,683
-39.3%
0.01%
-36.8%
Q3 2022$295,000
-86.6%
9,366
-85.4%
0.02%
-87.0%
Q2 2022$2,208,000
+63.8%
64,351
+75.9%
0.15%
+111.6%
Q1 2022$1,348,000
+308.5%
36,590
+285.5%
0.07%
+305.9%
Q4 2021$330,000
-12.2%
9,492
-15.8%
0.02%
-22.7%
Q3 2021$376,000
-8.1%
11,267
-7.3%
0.02%
-4.3%
Q2 2021$409,00012,1480.02%
Other shareholders
ISHARES GOLD TR shareholders Q2 2024
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