TRANSCEND CAPITAL ADVISORS, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$304,413
-3.8%
8,7000.0%0.03%0.0%
Q2 2023$316,593
-2.6%
8,7000.0%0.03%
-11.8%
Q1 2023$325,119
+8.0%
8,7000.0%0.03%
+3.0%
Q4 2022$300,933
+4.5%
8,700
-4.8%
0.03%
+3.1%
Q3 2022$288,000
-21.1%
9,134
-14.1%
0.03%
-15.8%
Q2 2022$365,000
-6.9%
10,6340.0%0.04%
+8.6%
Q1 2022$392,000
+9.8%
10,634
+3.8%
0.04%
+9.4%
Q4 2021$357,000
-21.0%
10,246
-22.6%
0.03%
-22.0%
Q3 2021$452,000
-62.0%
13,246
-62.5%
0.04%
-76.0%
Q2 2021$1,189,00035,2770.17%
Other shareholders
ISHARES GOLD TR shareholders Q4 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