Summit Global Investments - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

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 Q4 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders