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| MacroView Investment Management LLC
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|---|---|
| CRD # | 149621 |
| SEC # | 801-71500 |
| CIK # | 0001551727 |
| AUM | 387.1 M (2026-02-26) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 301-907-6794 |
| Address | 4800 Hampden Lane Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 7.1 | ||
| SPDR Gold Trust | 4.7 | ||
| Home Depot Inc | 3.7 | ||
| Apple Inc | 3.4 | ||
| Microsoft Corp | 2.5 | ||
| iShares Comex Gold Trust | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 70.0 |
| (b) Individuals (high net worth individuals) | 66 | 179.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 120.7 |
| (h) Charitable organizations | 0 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 6.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 830 | 387.1 |
| By Discretionary | ||
| Discretionary | 830 | 387.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 830 | 387.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 387.1 | |
| Total | 830 | 387.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001551727] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Joseph P Lucia & Associates LLC
✚
|
NY | 388.0 M |
|
Resolute Wealth Strategies LLC
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|
Hassell Wealth Management LLC
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|
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|
Ostrofe Financial Consultants Inc
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