Alhambra Investment Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Alhambra Investment Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,043,109
+20.8%
144,130
+25.7%
3.32%
+20.5%
Q2 2023$4,174,079
-5.9%
114,704
-3.3%
2.76%
-9.5%
Q1 2023$4,433,614
+9.6%
118,641
+1.5%
3.04%
+3.3%
Q4 2022$4,044,263
+11.1%
116,920
+1.3%
2.95%
+6.5%
Q3 2022$3,640,000
-3.3%
115,440
+5.2%
2.77%
+1.6%
Q2 2022$3,764,000
-6.7%
109,692
+0.2%
2.72%
+2.1%
Q1 2022$4,033,000
+6.8%
109,511
+1.0%
2.67%
+1.1%
Q4 2021$3,775,000
+13.7%
108,446
+9.2%
2.64%
+4.1%
Q3 2021$3,319,000
-33.9%
99,338
-33.4%
2.54%
-32.7%
Q2 2021$5,024,000149,0473.77%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders