Callan Capital, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Callan Capital, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
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 Q3 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders