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 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders