Summit Global Investments - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
Summit Global Investments ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$215
-4.0%
6,132
-0.2%
0.01%
-6.7%
Q2 2023$224
-3.4%
6,147
-0.8%
0.02%
-16.7%
Q1 2023$232
-94.8%
6,195
-95.2%
0.02%
-95.2%
Q4 2022$4,480
-99.8%
129,505
+115.2%
0.38%
+116.0%
Q3 2022$1,897,000
-49.9%
60,176
-45.5%
0.18%
-47.6%
Q2 2022$3,787,000
+134.8%
110,385
+152.1%
0.33%
+180.7%
Q1 2022$1,613,000
+598.3%
43,794
+559.3%
0.12%
+693.3%
Q4 2021$231,000
-58.8%
6,643
-60.4%
0.02%
-64.3%
Q3 2021$561,000
-52.6%
16,779
-52.2%
0.04%
-40.8%
Q2 2021$1,183,000
+27.9%
35,079
-38.3%
0.07%
+20.3%
Q1 2021$925,00056,8730.06%
Other shareholders
ISHARES GOLD TR shareholders Q1 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