Sage Investment Advisers LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 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 Q1 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