B. Riley Wealth Advisors, Inc. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 977 filers reported holding ISHARES GOLD TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$3,724,633
-32.0%
106,449
-29.3%
0.10%
-17.9%
Q2 2023$5,476,149
-27.0%
150,485
-25.0%
0.12%
-38.5%
Q1 2023$7,499,598
+64.3%
200,685
+52.0%
0.20%
+56.2%
Q4 2022$4,565,569
+46.4%
131,991
+33.4%
0.13%
+36.2%
Q3 2022$3,119,000
-46.6%
98,919
-41.9%
0.09%
-61.8%
Q2 2022$5,840,000
-11.8%
170,208
-5.3%
0.25%
+13.4%
Q1 2022$6,622,000
-18.0%
179,790
-22.5%
0.22%
-6.9%
Q4 2021$8,074,000
+39.7%
231,920
+34.1%
0.23%
+26.6%
Q3 2021$5,781,000
+4.8%
172,942
+5.7%
0.18%
+2.8%
Q2 2021$5,515,000163,6010.18%
Other shareholders
ISHARES GOLD TR shareholders Q4 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$29,621,629100.00%
MOON CAPITAL MANAGEMENT LP 1,559,604$58,282,40158.48%
Sagil Capital LLP 1,000,000$37,37016.95%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 303,071$113,257,59816.35%
Proficio Capital Partners LLC 2,398,371$89,627,12514.22%
Mader & Shannon Wealth Management, Inc. 554,292$20,713,89213.66%
Sowa Financial Group, Inc. 501,877$18,75513.43%
EPIQ Capital Group, LLC 591,110$22,089,78111.12%
Arlington Capital Management, Inc. 285,644$10,674,51610.04%
Legend Financial Advisors, Inc. 313,671$11,721,8949.84%
View complete list of ISHARES GOLD TR shareholders