Terra Nova Asset Management LLC - 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
Terra Nova Asset Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$792,0650.0%21,7660.0%0.72%0.0%
Q2 2023$792,065
-6.6%
21,766
-4.1%
0.72%
-13.2%
Q1 2023$848,075
+8.0%
22,6940.0%0.83%
+1.0%
Q4 2022$784,985
+9.6%
22,6940.0%0.82%
+5.2%
Q3 2022$716,000
-8.1%
22,6940.0%0.78%
-9.8%
Q2 2022$779,000
-1.4%
22,6940.0%0.87%
+46.5%
Q4 2021$790,000
+4.2%
22,6940.0%0.59%
-2.6%
Q3 2021$758,000
+108.2%
22,694
+110.4%
0.61%
+94.2%
Q2 2021$364,00010,7870.31%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders