Avior Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

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 Q2 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