Catawba River Capital - 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
Catawba River Capital ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$360,187
-7.2%
10,294
-3.5%
0.28%
-10.3%
Q2 2023$388,245
-3.8%
10,669
-1.2%
0.31%
-15.5%
Q1 2023$403,372
+8.0%
10,7940.0%0.37%
-6.1%
Q4 2022$373,364
+9.8%
10,7940.0%0.39%
-3.5%
Q3 2022$340,000
-8.1%
10,7940.0%0.40%
-16.7%
Q2 2022$370,000
-7.0%
10,7940.0%0.49%
+84.1%
Q1 2022$398,000
+3.6%
10,794
-2.1%
0.26%
+13.3%
Q4 2021$384,000
+0.3%
11,029
-3.7%
0.23%
-3.3%
Q3 2021$383,000
-12.0%
11,454
-11.2%
0.24%
-12.0%
Q2 2021$435,00012,8920.27%
Q2 2020$000.00%
Other shareholders
ISHARES GOLD TR shareholders Q3 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