Old Port Advisors - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Old Port Advisors ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$4,126,598
-0.9%
117,937
+7.6%
1.50%
-0.1%
Q1 2023$4,164,122
+23.0%
109,611
+12.0%
1.50%
+17.5%
Q4 2022$3,384,320
+16.3%
97,841
+9.5%
1.28%
+10.1%
Q3 2022$2,911,000
+9.7%
89,361
+13.1%
1.16%
+12.8%
Q2 2022$2,654,000
-2.3%
79,044
+6.4%
1.03%
+11.0%
Q1 2022$2,716,000
+63.3%
74,318
+52.0%
0.92%
+64.3%
Q4 2021$1,663,000
+33.3%
48,904
+31.6%
0.56%
+24.6%
Q3 2021$1,248,000
+4.3%
37,155
+8.1%
0.45%
+5.1%
Q2 2021$1,196,00034,3750.43%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
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