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 ↓
Modus Advisors, LLC 324,418$12,662,0355.14%
Silverleafe Capital Partners, LLC 194,878$7,606,0883.60%
Lowe Wealth Advisors, LLC 166,641$6,503,9983.22%
Global Wealth Strategies & Associates 120,183$4,690,7421.95%
Systelligence, LLC 169,444$6,613,3991.80%
Versant Capital Management, Inc 100,914$3,938,6731.17%
BALDWIN BROTHERS LLC/MA 326,961$12,761,2881.00%
Fifth Third Wealth Advisors LLC 28,384$1,107,8280.36%
DOLIVER ADVISORS, LP 22,195$866,2710.27%
Horizons Wealth Management 2,698$105,3030.07%
View complete list of ISHARES GOLD TR shareholders