Connective Portfolio Management, 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
Connective Portfolio Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,121,000
-3.9%
32,0290.0%3.41%
+18.1%
Q2 2023$1,166,000
-5.9%
32,029
-3.4%
2.89%
-26.4%
Q1 2023$1,239,000
+8.0%
33,1520.0%3.93%
+60.6%
Q4 2022$1,146,700
+9.7%
33,1520.0%2.44%
-26.6%
Q3 2022$1,045,000
-54.1%
33,152
-50.0%
3.33%
-14.7%
Q2 2022$2,275,000
+86.3%
66,304
+100.0%
3.90%
+49.5%
Q1 2022$1,221,000
+5.8%
33,1520.0%2.61%
+28.7%
Q4 2021$1,154,00033,1522.03%
Other shareholders
ISHARES GOLD TR shareholders Q1 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