BDO Wealth Advisors, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2023$568,485
+2.7%
15,622
+5.5%
0.06%
-4.4%
Q1 2023$553,338
+8.0%
14,8070.0%0.07%
+6.2%
Q4 2022$512,174
+9.7%
14,8070.0%0.06%
+3.2%
Q3 2022$467,000
-8.1%
14,8070.0%0.06%
-1.6%
Q2 2022$508,000
-6.8%
14,8070.0%0.06%
+8.6%
Q1 2022$545,000
+5.8%
14,8070.0%0.06%
+7.4%
Q4 2021$515,000
+95.8%
14,807
+87.9%
0.05%
+86.2%
Q3 2021$263,000
-1.1%
7,8820.0%0.03%0.0%
Q2 2021$266,0007,8820.03%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders