MERITAGE PORTFOLIO MANAGEMENT - 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
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 Q3 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders