HENGEHOLD CAPITAL MANAGEMENT LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
HENGEHOLD CAPITAL MANAGEMENT LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$349,900
-3.8%
10,0000.0%0.05%
-4.2%
Q2 2023$363,900
-4.2%
10,000
-1.6%
0.05%
-7.7%
Q1 2023$379,792
-72.7%
10,163
-74.7%
0.05%
-73.1%
Q4 2022$1,389,238
+9.7%
40,1630.0%0.19%
-1.0%
Q3 2022$1,266,000
-8.5%
40,163
-0.4%
0.20%
-0.5%
Q2 2022$1,383,000
+168.0%
40,321
+188.0%
0.20%
+176.1%
Q1 2022$516,000
+6.0%
14,0000.0%0.07%
+18.3%
Q4 2021$487,000
+4.1%
14,0000.0%0.06%
-3.2%
Q3 2021$468,000
-0.8%
14,0000.0%0.06%0.0%
Q2 2021$472,00014,0000.06%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
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