ISHARES GOLD TR's ticker is IAUM and the CUSIP is 46436F103. A total of 2 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,152,885 | -7.7% | 62,487 | -4.0% | 0.48% | -11.9% |
| Q2 2023 | $1,248,810 | +4.0% | 65,110 | +6.8% | 0.55% | -2.5% |
| Q1 2023 | $1,200,598 | +13.2% | 60,975 | +4.7% | 0.56% | +3.7% |
| Q4 2022 | $1,060,441 | -70.3% | 58,234 | -72.9% | 0.54% | -71.7% |
| Q3 2022 | $3,565,000 | -26.2% | 214,917 | -19.7% | 1.91% | -20.4% |
| Q2 2022 | $4,833,000 | -2.1% | 267,587 | +4.9% | 2.40% | +24.5% |
| Q1 2022 | $4,937,000 | – | 255,008 | – | 1.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 5,261,514 | $97,074,933 | 5.45% |
| Alaska Permanent Fund Corp | 10,601,000 | $195,588,450 | 3.68% |
| MorganRosel Wealth Management, LLC | 306,583 | $5,656,456 | 2.36% |
| Greenline Partners, LLC | 635,216 | $11,719,735 | 2.21% |
| THEORY FINANCIAL LLC | 189,170 | $3,490,187 | 2.05% |
| CASTLE WEALTH MANAGEMENT LLC | 148,293 | $2,736,006 | 1.95% |
| MARIPAU WEALTH MANAGEMENT LLC | 107,541 | $1,984,127 | 1.82% |
| Versant Capital Management, Inc | 122,827 | $2,266,158 | 0.72% |
| OARSMAN CAPITAL, INC. | 62,487 | $1,152,885 | 0.48% |
| B.O.S.S. Retirement Advisors, LLC | 100,615 | $1,856,347 | 0.40% |