SAGE RHINO CAPITAL LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
SAGE RHINO CAPITAL LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$11,579,416
-4.2%
330,935
-0.4%
3.25%
-3.4%
Q2 2023$12,086,356
-3.2%
332,134
-0.6%
3.36%
-7.6%
Q1 2023$12,490,586
+7.6%
334,241
-0.4%
3.64%
-1.3%
Q4 2022$11,610,964
-2.1%
335,674
-10.8%
3.69%
-22.6%
Q3 2022$11,863,000
-15.8%
376,255
-8.4%
4.77%
-11.5%
Q2 2022$14,089,000
-7.3%
410,637
-0.5%
5.39%
+16.9%
Q1 2022$15,192,000
+4.8%
412,495
-1.0%
4.61%
+13.4%
Q4 2021$14,500,000
+4.5%
416,561
+0.3%
4.06%
-3.7%
Q3 2021$13,878,000
+0.6%
415,370
+1.5%
4.22%
+3.5%
Q2 2021$13,801,000409,4044.08%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
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