One Capital Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
One Capital Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,827,875
-4.7%
52,225
-1.0%
0.08%
-6.9%
Q2 2023$1,918,353
-3.9%
52,731
-1.4%
0.09%
-11.2%
Q1 2023$1,997,078
+2.1%
53,455
-5.5%
0.10%
-5.8%
Q4 2022$1,956,900
+7.6%
56,566
-1.9%
0.10%
-2.8%
Q3 2022$1,819,000
-5.2%
57,674
+3.1%
0.11%
-6.1%
Q2 2022$1,919,000
-14.1%
55,939
-7.9%
0.11%
-3.4%
Q1 2022$2,234,000
+2.9%
60,720
-2.7%
0.12%
-28.0%
Q4 2021$2,171,000
+0.0%
62,411
-3.9%
0.16%
-8.4%
Q3 2021$2,170,000
-0.1%
64,953
+0.7%
0.18%
-7.3%
Q2 2021$2,173,00064,5070.19%
Other shareholders
ISHARES GOLD TR shareholders Q2 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