Verger Capital Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Verger Capital Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$8,367,649
-3.8%
239,1440.0%7.40%
+36.9%
Q2 2023$8,702,450
-32.2%
239,144
-30.4%
5.40%
-22.0%
Q1 2023$12,842,911
+55.3%
343,669
+43.7%
6.93%
+49.3%
Q4 2022$8,271,991
-19.4%
239,144
-26.5%
4.64%
-31.4%
Q3 2022$10,257,000
+25.0%
325,319
+36.0%
6.76%
+10.8%
Q2 2022$8,205,000
-5.9%
239,144
+1.0%
6.10%
-10.7%
Q1 2022$8,723,000
+5.8%
236,8440.0%6.84%
+7.6%
Q4 2021$8,244,000
+8.9%
236,844
+4.5%
6.35%
+2.9%
Q3 2021$7,569,000
+24.0%
226,569
+25.1%
6.17%
+23.5%
Q2 2021$6,103,000181,0695.00%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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