Avior Wealth Management, 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
Avior Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$1,945,269
-7.9%
55,595
-4.2%
0.13%
-3.6%
Q2 2023$2,111,711
-6.4%
58,030
-3.9%
0.14%
-11.6%
Q1 2023$2,256,251
+40.7%
60,376
+30.3%
0.16%
+28.1%
Q4 2022$1,603,142
+4.2%
46,347
-5.0%
0.12%
-4.7%
Q3 2022$1,538,000
-9.4%
48,781
-1.4%
0.13%
-25.7%
Q2 2022$1,697,000
-13.7%
49,463
-7.4%
0.17%
+0.6%
Q1 2022$1,967,000
+13.2%
53,423
+7.0%
0.17%
+18.1%
Q4 2021$1,738,000
+7.5%
49,941
+3.2%
0.14%
+8.3%
Q3 2021$1,616,000
-2.7%
48,384
-1.8%
0.13%
-20.4%
Q2 2021$1,661,00049,2890.17%
Other shareholders
ISHARES GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders