OARSMAN CAPITAL, INC. - 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
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 Q1 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
Private Harbour Investment Management & Counsel, LLC 243,175$8,197,0007.20%
View complete list of ISHARES GOLD TR shareholders