Jacobi Capital 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
Jacobi Capital Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$544,728
-3.8%
15,5680.0%0.06%
-1.6%
Q2 2023$566,520
-3.5%
15,568
-0.9%
0.06%
-10.0%
Q1 2023$587,203
+15.8%
15,713
+7.2%
0.07%
+11.1%
Q4 2022$507,159
+2.0%
14,662
-7.0%
0.06%
-7.4%
Q3 2022$497,000
-1.0%
15,762
+7.8%
0.07%
+1.5%
Q2 2022$502,000
+12.3%
14,619
+14.0%
0.07%
+26.4%
Q4 2021$447,000
+8.5%
12,828
+4.0%
0.05%
+1.9%
Q3 2021$412,000
+2.2%
12,340
+3.3%
0.05%
-1.9%
Q2 2021$403,00011,9440.05%
Other shareholders
ISHARES GOLD TR shareholders Q3 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