Sowell Financial Services 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
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 Q3 2023
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