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iShares Gold Trust

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
251
Apollon Wealth Management
South Carolina
$5.16M +$1.17M +31,200 +29%
PFM
252
Patton Fund Management
Texas
$5.1M +$231K +6,189 +5%
MIC
253
Meridian Investment Counsel
California
$5.1M +$4.86K +130 +0.1%
EWM
254
Executive Wealth Management
Michigan
$5.06M +$2M +53,546 +65%
HPIA
255
Hamilton Point Investment Advisors
North Carolina
$4.96M +$4.96M +132,667 New
FCIM
256
Fairview Capital Investment Management
California
$4.92M -$92.1K -2,464 -2%
JF
257
JSF Financial
California
$4.87M +$4.87M +130,284 New
JPG
258
Jordan Park Group
California
$4.86M +$2.22M +59,307 +84%
SWP
259
Stratos Wealth Partners
Ohio
$4.85M -$5.02M -134,307 -51%
PA
260
Parallel Advisors
California
$4.84M +$47.3K +1,267 +1%
KC
261
Kades & Cheifetz
Pennsylvania
$4.82M +$24.4K +654 +0.5%
LRIA
262
Leonard Rickey Investment Advisors
Washington
$4.78M +$4.55M +121,681 +1,978%
KPWS
263
Kestra Private Wealth Services
Texas
$4.75M +$2.07M +55,406 +77%
MOS
264
MGO One Seven
Ohio
$4.73M +$539K +14,419 +13%
NA
265
NewEdge Advisors
Louisiana
$4.72M -$610K -15,805 -11%
AWA
266
Amplius Wealth Advisors
Pennsylvania
$4.67M -$1.84M -49,208 -28%
ACA
267
Ackerman Capital Advisors
Texas
$4.67M -$135K -3,610 -3%
BFP
268
Briaud Financial Planning
Texas
$4.54M -$239K -6,390 -5%
DADC
269
D.A. Davidson & Co
Montana
$4.5M -$9.4M -251,576 -68%
AIM
270
Alhambra Investment Management
Florida
$4.43M +$64.3K +1,721 +1%
WFG
271
Wills Financial Group
Virginia
$4.42M -$56.1K -1,500 -1%
WT
272
Whittier Trust
California
$4.38M +$1.58M +42,301 +57%
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$4.37M -$842K -22,529 -16%
TF
274
Trek Financial
Arizona
$4.35M +$1.62M +43,283 +59%
Brown Advisory
275
Brown Advisory
Maryland
$4.31M +$1.5M +40,057 +53%