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iShares Gold Trust

949 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 353 increasing their positions, 342 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
949
Holders Change
-17
Holders Change %
-1.76%
% of All Funds
16.71%
Holding in Top 10
101
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-15.83%
% of All Funds
1.78%
New
83
Increased
353
Reduced
342
Closed
90
Calls
$6.99M
Puts
$10M
Net Calls
-$3.05M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PHS
251
Pekin Hardy Strauss
Illinois
$4.46M +$7.16K +220 +0.2%
PWP
252
Personal Wealth Partners
Minnesota
$4.41M +$363K +11,156 +9%
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$4.34M -$898K -26,841 -17%
MA
254
Mosaic Advisors
Texas
$4.33M +$419K +12,887 +11%
VCM
255
Vivaldi Capital Management
Illinois
$4.23M +$371K +10,555 +10%
ACP
256
Aveo Capital Partners
Colorado
$4.15M +$1.02M +31,410 +33%
MIC
257
Meridian Investment Counsel
California
$4.14M +$120K +3,705 +3%
EPM
258
Elm Partners Management
Pennsylvania
$4.14M
CL
259
COWA LLC
Oklahoma
$4.13M -$826K -24,853 -17%
ICP
260
Interchange Capital Partners
Pennsylvania
$4.12M -$218K -6,634 -5%
CC
261
Cadinha & Co
Hawaii
$4.09M -$13M -400,685 -76%
Simplex Trading
262
Simplex Trading
Illinois
$4.09M +$1.99M +61,087 +94%
SHWM
263
Silicon Hills Wealth Management
Texas
$4.07M -$1.1M -33,815 -21%
BFP
264
Briaud Financial Planning
Texas
$4.04M +$4.04M +124,218 +1,380,200%
SWP
265
ShoreHaven Wealth Partners
New Jersey
$4.02M +$190K +5,849 +5%
VCM
266
Versant Capital Management
Arizona
$3.99M +$11.2K +344 +0.3%
GIA
267
Gladstone Institutional Advisory
Florida
$3.96M +$731K +22,472 +23%
HC
268
Hatton Consulting
Arizona
$3.93M +$3.93M +120,981 New
RDWM
269
Red Door Wealth Management
Tennessee
$3.89M +$3.2M +98,558 +466%
WFG
270
Wills Financial Group
Virginia
$3.84M +$155K +4,763 +4%
MAFM
271
Mid Atlantic Financial Management
Pennsylvania
$3.74M -$52.3K -1,609 -1%
CI Investments Inc
272
CI Investments Inc
Ontario, Canada
$3.72M -$49.4K -1,520 -1%
OPS
273
Orion Portfolio Solutions
Nebraska
$3.67M +$1.46M +45,036 +66%
CST
274
Charles Schwab Trust
Nevada
$3.67M +$989K +30,048 +37%
NFP
275
Novak Financial Planning
Maryland
$3.66M +$750K +23,057 +26%