Port Capital LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Port Capital LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$747,000
-3.9%
21,3500.0%0.05%0.0%
Q2 2023$777,000
-2.6%
21,3500.0%0.05%
-9.6%
Q1 2023$798,000
+8.1%
21,3500.0%0.05%
-1.9%
Q4 2022$738,000
+9.7%
21,3500.0%0.05%
-3.6%
Q3 2022$673,000
-8.2%
21,3500.0%0.06%
-3.5%
Q2 2022$733,000
-1.3%
21,3500.0%0.06%
+23.9%
Q4 2021$743,000
+4.2%
21,3500.0%0.05%
+27.8%
Q3 2021$713,000
-1.0%
21,3500.0%0.04%
-2.7%
Q2 2021$720,00021,3500.04%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
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