Sage Investment Advisers LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,003 filers reported holding ISHARES GOLD TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Sage Investment Advisers LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,384,583
-2.5%
96,730
+1.4%
4.64%
+0.1%
Q2 2023$3,470,878
-1.2%
95,380
+1.5%
4.64%
-1.2%
Q1 2023$3,512,033
+10.9%
93,980
+2.6%
4.70%
+4.0%
Q4 2022$3,167,752
+11.4%
91,580
+1.6%
4.52%
+0.6%
Q3 2022$2,843,000
-6.0%
90,180
+2.3%
4.49%
-5.2%
Q2 2022$3,025,000
-8.4%
88,180
-1.7%
4.74%
+8.2%
Q1 2022$3,303,000
+14.8%
89,680
+8.5%
4.38%
+18.1%
Q4 2021$2,878,00082,6803.70%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders