Bard Financial Services, Inc. - 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
Bard Financial Services, Inc. ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q2 2023$1,100,798
-2.6%
30,2500.0%0.08%
-7.8%
Q1 2023$1,130,443
+107972.9%
30,2500.0%0.09%
+1.1%
Q4 2022$1,046
-99.9%
30,2500.0%0.09%0.0%
Q3 2022$954,000
-15.1%
30,250
-7.6%
0.09%
-13.6%
Q2 2022$1,124,000
-6.8%
32,7500.0%0.10%
+5.1%
Q1 2022$1,206,000
+5.8%
32,7500.0%0.10%
+6.5%
Q4 2021$1,140,000
+4.2%
32,7500.0%0.09%
-5.2%
Q3 2021$1,094,000
-0.9%
32,7500.0%0.10%
-1.0%
Q2 2021$1,104,00032,7500.10%
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