MERITAGE PORTFOLIO MANAGEMENT - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$322
-3.9%
9,2100.0%0.02%0.0%
Q2 2023$335
-2.9%
9,210
-0.4%
0.02%
-7.7%
Q1 2023$345
+8.2%
9,244
+0.4%
0.03%
+4.0%
Q4 2022$319
-99.9%
9,210
+11.2%
0.02%
+13.6%
Q3 2022$261,000
-8.1%
8,2800.0%0.02%0.0%
Q2 2022$284,000
-6.9%
8,2800.0%0.02%
+15.8%
Q1 2022$305,000
+5.9%
8,2800.0%0.02%
+18.8%
Q4 2021$288,000
+4.0%
8,2800.0%0.02%
-5.9%
Q3 2021$277,000
-0.7%
8,2800.0%0.02%0.0%
Q2 2021$279,0008,2800.02%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders