BDO Wealth Advisors, 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
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 Q3 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders