Roundview Capital 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
Roundview Capital LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,195,154
-7.1%
34,157
-3.4%
0.12%
-4.8%
Q2 2023$1,286,460
-2.5%
35,352
+0.1%
0.13%
-8.7%
Q1 2023$1,319,610
+7.1%
35,312
-0.9%
0.14%
-2.1%
Q4 2022$1,232,027
+5.6%
35,618
-3.8%
0.14%
-4.1%
Q3 2022$1,167,000
-67.6%
37,023
-64.7%
0.15%
-65.9%
Q2 2022$3,602,000
-6.8%
104,992
+0.0%
0.43%
+8.6%
Q1 2022$3,865,000
+5.8%
104,9440.0%0.40%
+9.1%
Q4 2021$3,653,000
+3.7%
104,944
-0.5%
0.36%
-6.2%
Q3 2021$3,523,000
-43.6%
105,439
-43.1%
0.39%
-44.3%
Q2 2021$6,244,000185,2220.70%
Other shareholders
ISHARES GOLD TR shareholders Q3 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