ALESCO ADVISORS 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
ALESCO ADVISORS LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$953,198
-3.8%
27,2420.0%0.04%
+2.8%
Q2 2023$991,336
+39.5%
27,242
+43.3%
0.04%
+38.5%
Q1 2023$710,478
+8.0%
19,0120.0%0.03%
+4.0%
Q4 2022$657,625
+68.2%
19,012
+53.5%
0.02%
+56.2%
Q3 2022$391,000
-45.6%
12,387
-40.9%
0.02%
-42.9%
Q2 2022$719,000
-19.4%
20,947
-13.5%
0.03%
-6.7%
Q1 2022$892,000
+220.9%
24,229
+203.3%
0.03%
+233.3%
Q4 2021$278,000
+4.1%
7,9890.0%0.01%0.0%
Q3 2021$267,000
+0.4%
7,989
+1.3%
0.01%
-10.0%
Q2 2021$266,0007,8840.01%
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