EVOKE WEALTH, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,044 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
EVOKE WEALTH, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q1 2024$9,666,417
+1041.7%
230,098
+960.7%
0.29%
-79.2%
Q4 2023$846,678
-88.1%
21,693
-89.3%
1.37%
+448.8%
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 Q2 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Kelly Financial Services LLC 11,930,070$353,90313.70%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
View complete list of ISHARES GOLD TR shareholders