Verger Capital Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

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 Q3 2022
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