AVANTAX ADVISORY SERVICES, INC. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,044 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$2,683,947
+83.6%
61,096
+75.6%
0.02%
+46.2%
Q1 2024$1,461,696
+2.9%
34,794
-4.4%
0.01%
-7.1%
Q4 2023$1,420,536
-4.7%
36,396
-14.6%
0.01%
-17.6%
Q3 2023$1,491,064
-40.2%
42,614
-37.8%
0.02%
-41.4%
Q2 2023$2,493,279
+43.7%
68,516
+47.5%
0.03%
+38.1%
Q1 2023$1,735,351
+8.9%
46,437
-0.3%
0.02%0.0%
Q4 2022$1,593,102
-48.8%
46,556
-52.8%
0.02%
-56.2%
Q3 2022$3,109,000
-0.7%
98,608
+8.1%
0.05%
+2.1%
Q2 2022$3,130,000
-8.0%
91,220
-1.1%
0.05%0.0%
Q1 2022$3,404,000
+5.1%
92,195
-1.0%
0.05%
-4.1%
Q4 2021$3,240,000
-5.5%
93,087
-9.2%
0.05%
-14.0%
Q3 2021$3,428,000
+2.2%
102,504
+2.9%
0.06%
-6.6%
Q2 2021$3,353,00099,6560.06%
Other shareholders
ISHARES GOLD TR shareholders Q2 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
View complete list of ISHARES GOLD TR shareholders