Leonard Rickey Investment Advisors P.L.L.C. - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 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
Leonard Rickey Investment Advisors P.L.L.C. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$2,759,013
-41.6%
78,851
-39.3%
0.90%
-49.2%
Q2 2023$4,723,548
-1.1%
129,803
+1.5%
1.78%
-4.5%
Q1 2023$4,777,101
+2144.9%
127,833
+1977.9%
1.86%
+1970.0%
Q4 2022$212,798
-0.6%
6,152
-1.5%
0.09%
-4.3%
Q2 2022$214,000
-6.6%
6,243
+0.3%
0.09%
+8.0%
Q1 2022$229,000
+12.3%
6,223
+5.2%
0.09%
-1.1%
Q2 2021$204,0005,9170.09%
Other shareholders
ISHARES GOLD TR shareholders Q2 2023
NameSharesValueWeighting ↓
Modus Advisors, LLC 324,418$12,662,0355.14%
Silverleafe Capital Partners, LLC 194,878$7,606,0883.60%
Lowe Wealth Advisors, LLC 166,641$6,503,9983.22%
Global Wealth Strategies & Associates 120,183$4,690,7421.95%
Systelligence, LLC 169,444$6,613,3991.80%
Versant Capital Management, Inc 100,914$3,938,6731.17%
BALDWIN BROTHERS LLC/MA 326,961$12,761,2881.00%
Fifth Third Wealth Advisors LLC 28,384$1,107,8280.36%
DOLIVER ADVISORS, LP 22,195$866,2710.27%
Horizons Wealth Management 2,698$105,3030.07%
View complete list of ISHARES GOLD TR shareholders