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

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 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 Q1 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders