AVAII WEALTH MANAGEMENT, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
AVAII WEALTH MANAGEMENT, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$547,192
-5.6%
15,639
-1.8%
0.41%
-7.0%
Q2 2023$579,494
+2.0%
15,925
+4.7%
0.44%
-10.1%
Q1 2023$568,381
-18.5%
15,210
-24.6%
0.50%
-20.7%
Q4 2022$697,802
-1.0%
20,174
-9.7%
0.62%
-14.8%
Q3 2022$705,000
-15.8%
22,353
-8.4%
0.73%
-18.2%
Q2 2022$837,000
-4.7%
24,390
-3.3%
0.90%
+1.7%
Q4 2021$878,00025,2110.88%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
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