Van Hulzen Asset Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Van Hulzen Asset Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$9,559
-2.6%
273,203
+1.3%
0.74%
-12.2%
Q2 2023$9,815
-2.1%
269,717
+0.6%
0.84%
-11.1%
Q1 2023$10,022
-9.7%
268,178
-16.4%
0.94%
-26.5%
Q4 2022$11,099
-99.9%
320,874
+5.7%
1.28%
+8.4%
Q3 2022$9,576,000
+140.0%
303,697
+161.1%
1.18%
+147.8%
Q2 2022$3,990,000
-0.1%
116,294
+7.3%
0.48%
+12.8%
Q1 2022$3,992,000
+10.6%
108,389
+4.5%
0.42%
+7.1%
Q4 2021$3,609,000
+69.0%
103,673
+62.2%
0.40%
+24.2%
Q3 2021$2,136,00063,9240.32%
Other shareholders
ISHARES GOLD TR shareholders Q4 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