Sowell Financial Services LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,804,000
+1.8%
165,884
+5.9%
0.36%
+14.5%
Q2 2023$5,701,000
+94664.0%
156,669
-2.7%
0.32%
-31.5%
Q1 2023$6,016
+44.1%
160,979
+33.4%
0.46%
+71.9%
Q4 2022$4,174
-99.9%
120,676
+23.9%
0.27%
-12.9%
Q3 2022$3,071,000
-47.5%
97,404
-42.9%
0.31%
-42.7%
Q2 2022$5,849,000
+54.4%
170,463
+63.5%
0.54%
-18.3%
Q1 2022$3,788,000
-29.1%
104,248
-32.1%
0.66%
+116.3%
Q4 2021$5,342,000
+10.6%
153,474
+6.2%
0.31%
-6.1%
Q3 2021$4,828,000
+33.0%
144,506
+34.2%
0.33%
+35.3%
Q2 2021$3,631,000107,6990.24%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
NameSharesValueWeighting ↓
Modus Advisors, LLC 324,418$12,662,0355.14%
Silverleafe Capital Partners, LLC 194,878$7,606,0883.60%
Lowe Wealth Advisors, LLC 166,641$6,503,9983.22%
Global Wealth Strategies & Associates 120,183$4,690,7421.95%
Systelligence, LLC 169,444$6,613,3991.80%
Versant Capital Management, Inc 100,914$3,938,6731.17%
BALDWIN BROTHERS LLC/MA 326,961$12,761,2881.00%
Fifth Third Wealth Advisors LLC 28,384$1,107,8280.36%
DOLIVER ADVISORS, LP 22,195$866,2710.27%
Horizons Wealth Management 2,698$105,3030.07%
View complete list of ISHARES GOLD TR shareholders