Port Capital LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 929 filers reported holding ISHARES GOLD TR in Q3 2022. The put-call ratio across all filers is 0.06 and the average weighting 1.0%.

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 Q3 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