Carnegie Investment Counsel - 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
Carnegie Investment Counsel ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$648,846
+4.6%
14,7700.0%0.02%
+5.3%
Q1 2024$620,488
+3.9%
14,770
-3.5%
0.02%
-5.0%
Q4 2023$597,198
+15.4%
15,301
+3.5%
0.02%0.0%
Q3 2023$517,292
-30.2%
14,784
-27.4%
0.02%
-25.9%
Q2 2023$741,010
-4.2%
20,363
-1.6%
0.03%
-12.9%
Q1 2023$773,260
+9.8%
20,692
+1.6%
0.03%
+3.3%
Q4 2022$704,529
+17.8%
20,368
+7.4%
0.03%
+3.4%
Q3 2022$598,000
-9.9%
18,972
-1.9%
0.03%
-3.3%
Q2 2022$664,000
-46.2%
19,344
-42.3%
0.03%
-33.3%
Q1 2022$1,235,000
+18.8%
33,540
+12.3%
0.04%
+32.4%
Q4 2021$1,040,00029,8750.03%
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