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 ↓
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