Sowell Financial Services LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,044 filers reported holding ISHARES GOLD TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2024$8,261,000
+3.9%
188,060
-0.6%
0.39%
+5.1%
Q1 2024$7,950,000
+23.2%
189,232
+14.4%
0.38%
+7.1%
Q4 2023$6,455,000
+11.2%
165,382
-0.3%
0.35%
-3.8%
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 Q2 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
View complete list of ISHARES GOLD TR shareholders