OARSMAN CAPITAL, INC. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 850 filers reported holding ISHARES GOLD TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.

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 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders