AXXCESS WEALTH MANAGEMENT, LLC - 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
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 Q3 2023
NameSharesValueWeighting ↓
Packer & Co Ltd 4,685,100$172,552,00066.70%
MOON CAPITAL MANAGEMENT LP 1,557,487$57,362,00057.60%
VCU Investment Management Co 799,331$29,439,00041.04%
CARL STUART INVESTMENT ADVISOR, INC 654,902$241,200,00017.53%
Mader & Shannon Wealth Management, Inc. 779,114$28,695,00015.57%
Legend Financial Advisors, Inc. 651,598$21,770,00013.83%
Proficio Capital Partners LLC 2,449,233$90,205,00013.47%
Sowa Financial Group, Inc. 529,767$19,511,00011.70%
GM Advisory Group, LLC 2,486,906$91,593,00010.90%
Mizuho Bank, Ltd. 2,000,000$73,660,0009.98%
View complete list of ISHARES GOLD TR shareholders