SevenOneSeven Capital Management - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
SevenOneSeven Capital Management ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,544,729
+4.0%
41,908
+2.2%
3.59%
+7.5%
Q2 2023$1,485,623
-4.7%
40,994
+0.5%
3.34%
-4.9%
Q1 2023$1,558,076
+10.8%
40,798
+0.4%
3.51%
+15.9%
Q4 2022$1,405,738
+30.9%
40,640
+19.3%
3.03%
+20.6%
Q3 2022$1,074,000
+8.3%
34,061
+17.8%
2.51%
+8.9%
Q2 2022$992,000
-5.3%
28,904
+1.5%
2.31%
+6.3%
Q1 2022$1,048,000
+7.0%
28,465
+1.2%
2.17%
+12.4%
Q4 2021$979,00028,1181.93%
Other shareholders
ISHARES GOLD TR shareholders Q4 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