ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,044 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $219,650 | +4.6% | 5,000 | 0.0% | 0.08% | -3.5% |
| Q1 2024 | $210,050 | +1.8% | 5,000 | -5.4% | 0.08% | -12.4% |
| Q4 2023 | $206,274 | +17.9% | 5,285 | +5.7% | 0.10% | +5.4% |
| Q3 2023 | $174,950 | -3.8% | 5,000 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $181,950 | -2.6% | 5,000 | 0.0% | 0.09% | -12.5% |
| Q1 2023 | $186,850 | +8.0% | 5,000 | 0.0% | 0.10% | -2.8% |
| Q4 2022 | $172,950 | +9.5% | 5,000 | 0.0% | 0.11% | +9.2% |
| Q3 2022 | $158,000 | -8.1% | 5,000 | 0.0% | 0.10% | -1.0% |
| Q2 2022 | $172,000 | -6.5% | 5,000 | 0.0% | 0.10% | +12.5% |
| Q1 2022 | $184,000 | +5.7% | 5,000 | 0.0% | 0.09% | +18.9% |
| Q4 2021 | $174,000 | +4.2% | 5,000 | 0.0% | 0.07% | -7.5% |
| Q3 2021 | $167,000 | -1.2% | 5,000 | 0.0% | 0.08% | -3.6% |
| Q2 2021 | $169,000 | – | 5,000 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VCU Investment Management Co | 1,020,205 | $34,391,000 | 20.26% |
| MOON CAPITAL MANAGEMENT LP | 1,552,064 | $52,320,000 | 18.96% |
| Kelly Financial Services LLC | 11,930,070 | $353,903 | 13.70% |
| Legend Financial Advisors, Inc. | 613,420 | $20,678,000 | 13.31% |
| Mader & Shannon Wealth Management, Inc. | 670,476 | $22,602,000 | 11.64% |
| AllGen Financial Advisors, Inc. | 440,265 | $14,841,333 | 11.39% |
| Greenline Partners, LLC | 1,361,231 | $45,887,000 | 9.39% |
| MACRO Consulting Group | 495,211 | $16,685,000 | 8.59% |
| Proficio Capital Partners LLC | 3,075,763 | $103,643,000 | 7.78% |
| Zhang Financial LLC | 929,324 | $31,328,000 | 7.69% |