Jacobi Capital Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q4 2023
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