HARBOR INVESTMENT ADVISORY, LLC - 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
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$161,899
-3.8%
4,6270.0%0.02%
-8.7%
Q2 2023$168,377
-2.6%
4,6270.0%0.02%
-11.5%
Q1 2023$172,911
+8.0%
4,6270.0%0.03%
+4.0%
Q4 2022$160,048
+0.0%
4,627
-8.9%
0.02%
-3.8%
Q3 2022$160,000
-8.0%
5,0770.0%0.03%
-7.1%
Q2 2022$174,000
-7.0%
5,0770.0%0.03%
+12.0%
Q1 2022$187,000
+5.6%
5,0770.0%0.02%
+13.6%
Q4 2021$177,000
+14.2%
5,077
+9.7%
0.02%
+4.8%
Q3 2021$155,000
-0.6%
4,6270.0%0.02%0.0%
Q2 2021$156,0004,6270.02%
Other shareholders
ISHARES GOLD TR shareholders Q2 2021
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