Verity Asset Management, 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
Verity Asset Management, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,054,354
-18.0%
30,133
-14.7%
0.78%
-18.5%
Q2 2023$1,285,258
-17.2%
35,319
-15.0%
0.95%
+2.8%
Q1 2023$1,552,462
+18.6%
41,543
+9.8%
0.93%
-17.2%
Q4 2022$1,309,266
-99.9%
37,851
+15.0%
1.12%
+4.6%
Q3 2022$1,038,188,000
+59703.5%
32,927
-30.1%
1.07%
-2.9%
Q1 2022$1,736,000
+23.8%
47,128
+17.0%
1.10%
+33.2%
Q4 2021$1,402,000
+17.3%
40,288
+12.6%
0.83%
+7.0%
Q3 2021$1,195,000
-1.5%
35,767
-0.6%
0.77%
+16.4%
Q2 2021$1,213,00035,9960.66%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders