Systelligence, LLC - 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
Systelligence, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q4 2023$6,613,399
+22.3%
169,444
+9.7%
1.80%
+18.8%
Q3 2023$5,406,235
-4.6%
154,508
-0.7%
1.52%
-15.1%
Q2 2023$5,664,686
-43.7%
155,666
-42.2%
1.79%
-30.8%
Q1 2023$10,069,571
+4.8%
269,456
-3.0%
2.58%
+3.2%
Q4 2022$9,610,416
-19.0%
277,838
-26.2%
2.50%
-31.0%
Q3 2022$11,869,000
-8.1%
376,4440.0%3.63%
-3.1%
Q2 2022$12,916,000
-11.5%
376,444
-5.0%
3.75%
+18.9%
Q1 2022$14,598,000
-3.1%
396,355
-8.5%
3.15%
-24.3%
Q4 2021$15,071,000
+2.4%
432,945
-1.7%
4.16%
+6.3%
Q3 2021$14,721,000
+18.0%
440,626
+19.0%
3.91%
+19.1%
Q2 2021$12,480,000370,2193.29%
Other shareholders
ISHARES GOLD TR shareholders Q4 2023
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