AXXCESS WEALTH MANAGEMENT, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 898 filers reported holding ISHARES GOLD TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 1.0%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$38,759,889
+559.1%
1,107,742
+585.5%
1.32%
+210.1%
Q2 2023$5,880,785
-5.7%
161,604
-3.1%
0.43%
-9.7%
Q1 2023$6,235,404
+2.9%
166,856
-4.7%
0.47%
-5.6%
Q4 2022$6,057,537
+29.8%
175,124
+18.3%
0.50%
+13.1%
Q3 2022$4,667,000
-23.4%
148,037
-16.6%
0.44%
-21.1%
Q2 2022$6,092,000
-9.7%
177,549
-3.1%
0.56%
+6.3%
Q1 2022$6,750,000
+2.5%
183,280
-3.2%
0.53%
+9.6%
Q4 2021$6,588,000189,2480.48%
Other shareholders
ISHARES GOLD TR shareholders Q1 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
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%
Private Harbour Investment Management & Counsel, LLC 243,175$8,197,0007.20%
View complete list of ISHARES GOLD TR shareholders