EVOKE WEALTH, 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
EVOKE WEALTH, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$7,118,261
-1.5%
203,437
+2.5%
0.25%
-0.4%
Q2 2023$7,225,962
-3.8%
198,570
-1.2%
0.25%
-8.1%
Q1 2023$7,508,829
+1.4%
200,932
-6.2%
0.27%
+1.9%
Q4 2022$7,406,826
+19.2%
214,132
+8.6%
0.27%
+6.8%
Q3 2022$6,214,000
-4.4%
197,097
+4.0%
0.25%
+4.6%
Q2 2022$6,499,000
-6.8%
189,429
+0.0%
0.24%
+5.3%
Q1 2022$6,975,000
+5.8%
189,383
-0.0%
0.23%
+9.6%
Q4 2021$6,592,000
+14.2%
189,384
+9.6%
0.21%
-4.1%
Q3 2021$5,773,000
-1.1%
172,804
-0.2%
0.22%
-1.8%
Q2 2021$5,839,000173,2110.22%
Other shareholders
ISHARES GOLD TR shareholders Q1 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