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$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