Leonard Rickey Investment Advisors P.L.L.C. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,108 filers reported holding ISHARES GOLD TR in Q1 2024. The put-call ratio across all filers is 3.13 and the average weighting 0.9%.

Quarter-by-quarter ownership
Leonard Rickey Investment Advisors P.L.L.C. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$10,735,416
+6.4%
244,376
+1.8%
2.57%
-1.3%
Q1 2024$10,085,866
+210.2%
240,083
+188.2%
2.61%
+170.3%
Q4 2023$3,250,942
+17.8%
83,293
+5.6%
0.96%
+6.8%
Q3 2023$2,759,013
-41.6%
78,851
-39.3%
0.90%
-49.2%
Q2 2023$4,723,548
-1.1%
129,803
+1.5%
1.78%
-4.5%
Q1 2023$4,777,101
+2144.9%
127,833
+1977.9%
1.86%
+1970.0%
Q4 2022$212,798
-0.6%
6,152
-1.5%
0.09%
-4.3%
Q2 2022$214,000
-6.6%
6,243
+0.3%
0.09%
+8.0%
Q1 2022$229,000
+12.3%
6,223
+5.2%
0.09%
-1.1%
Q2 2021$204,0005,9170.09%
Other shareholders
ISHARES GOLD TR shareholders Q1 2024
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