KCM INVESTMENT ADVISORS LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 821 filers reported holding ISHARES GOLD TR in Q2 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$205,636
-14.3%
5,877
-10.8%
0.01%
-10.0%
Q2 2023$239,810
-14.1%
6,590
-11.8%
0.01%
-9.1%
Q1 2023$279,266
+89122.4%
7,473
-17.4%
0.01%
-15.4%
Q4 2022$313
-99.9%
9,050
-14.6%
0.01%
-13.3%
Q3 2022$334,000
-5.1%
10,601
+3.2%
0.02%0.0%
Q2 2022$352,000
-6.4%
10,271
+0.7%
0.02%
+7.1%
Q1 2022$376,000
-7.6%
10,203
-12.8%
0.01%0.0%
Q4 2021$407,000
+2.5%
11,701
-1.4%
0.01%
-12.5%
Q3 2021$397,000
-0.8%
11,8720.0%0.02%0.0%
Q2 2021$400,00011,8720.02%
Other shareholders
ISHARES GOLD TR shareholders Q2 2021
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