HARBOR INVESTMENT ADVISORY, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

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 Q3 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