BOSTON FAMILY OFFICE 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
BOSTON FAMILY OFFICE LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$377
-3.8%
10,7750.0%0.03%
+3.3%
Q2 2023$392
-14.4%
10,775
-12.2%
0.03%
-18.9%
Q1 2023$458
+7.8%
12,2750.0%0.04%
+5.7%
Q4 2022$425
-99.9%
12,275
-24.6%
0.04%
-23.9%
Q3 2022$514,000
-7.9%
16,2750.0%0.05%
-2.1%
Q2 2022$558,000
-17.1%
16,275
-10.9%
0.05%
-2.1%
Q1 2022$673,000
+5.8%
18,2750.0%0.05%
+17.1%
Q4 2021$636,000
-18.3%
18,275
-21.5%
0.04%
-26.8%
Q3 2021$778,000
-0.9%
23,2750.0%0.06%0.0%
Q2 2021$785,00023,2750.06%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
Modus Advisors, LLC 324,418$12,662,0355.14%
Silverleafe Capital Partners, LLC 194,878$7,606,0883.60%
Lowe Wealth Advisors, LLC 166,641$6,503,9983.22%
Global Wealth Strategies & Associates 120,183$4,690,7421.95%
Systelligence, LLC 169,444$6,613,3991.80%
Versant Capital Management, Inc 100,914$3,938,6731.17%
BALDWIN BROTHERS LLC/MA 326,961$12,761,2881.00%
Fifth Third Wealth Advisors LLC 28,384$1,107,8280.36%
DOLIVER ADVISORS, LP 22,195$866,2710.27%
Horizons Wealth Management 2,698$105,3030.07%
View complete list of ISHARES GOLD TR shareholders