AXXCESS WEALTH MANAGEMENT, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,026 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
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 Q2 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders