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 ↓
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