Callan Capital, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 960 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Callan Capital, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$1,200,958
+137.7%
27,338
+127.3%
0.10%
+122.2%
Q1 2024$505,212
+7.6%
12,0260.0%0.04%
+2.3%
Q4 2023$469,375
+11.5%
12,0260.0%0.04%
-2.2%
Q3 2023$420,790
+25.8%
12,026
+30.8%
0.04%
+21.6%
Q2 2023$334,606
-2.6%
9,1950.0%0.04%
-7.5%
Q1 2023$343,617
-30.7%
9,195
-35.8%
0.04%
-34.4%
Q4 2022$495,675
+55.9%
14,330
+42.0%
0.06%
+17.3%
Q3 2022$318,000
-8.1%
10,0880.0%0.05%
-1.9%
Q2 2022$346,000
-7.0%
10,0880.0%0.05%
+3.9%
Q1 2022$372,000
+32.9%
10,088
+25.5%
0.05%
+24.4%
Q4 2021$280,0008,0390.04%
Other shareholders
ISHARES GOLD TR shareholders Q4 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