OARSMAN CAPITAL, INC. - 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
OARSMAN CAPITAL, INC. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$201,647
-3.7%
5,763
+0.1%
0.08%
-8.7%
Q2 2023$209,497
-21.5%
5,757
-19.4%
0.09%
-26.4%
Q1 2023$266,971
-8.2%
7,144
-15.0%
0.12%
-15.5%
Q4 2022$290,764
+6.5%
8,406
-2.8%
0.15%
+1.4%
Q3 2022$273,000
-16.5%
8,648
-9.2%
0.15%
-9.9%
Q2 2022$327,000
-6.8%
9,5230.0%0.16%
+18.2%
Q1 2022$351,000
-28.2%
9,523
-32.2%
0.14%
-29.0%
Q4 2021$489,000
+0.2%
14,047
-3.9%
0.19%
-2.5%
Q3 2021$488,000
-1.0%
14,6190.0%0.20%
+1.0%
Q2 2021$493,00014,6190.20%
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