Summit Global Investments - 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
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 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