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iShares Gold Trust

1,140 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 317 increasing their positions, 429 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+109
Holders Change %
+10.57%
% of All Funds
16.71%
Holding in Top 10
108
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.2%
% of All Funds
1.58%
New
170
Increased
317
Reduced
429
Closed
49
Calls
$268M
Puts
$523M
Net Calls
-$255M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
SAA
251
Southeast Asset Advisors
Georgia
$5.93M -$1.95K -50 -0%
PAG
252
Private Advisor Group
New Jersey
$5.92M +$76.1K +1,949 +1%
YCG
253
Yeomans Consulting Group
Georgia
$5.83M +$5.83M +149,322 New
AIM
254
Alhambra Investment Management
Florida
$5.82M +$193K +4,934 +3%
PFM
255
Patton Fund Management
Texas
$5.78M -$54.4K -1,393 -0.9%
CWM
256
Cranbrook Wealth Management
Michigan
$5.68M -$53.3K -1,366 -0.9%
FA
257
Fermata Advisors
California
$5.67M +$169K +4,318 +3%
OFW
258
Omnia Family Wealth
Florida
$5.6M -$187K -4,787 -3%
KPWS
259
Kestra Private Wealth Services
Texas
$5.59M -$181K -4,637 -3%
MA
260
MBA Advisors
Pennsylvania
$5.52M +$119K +3,060 +2%
ASN
261
Advisory Services Network
Georgia
$5.43M +$1.51M +38,570 +38%
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$5.29M +$675K +17,283 +15%
STA
263
Summit Trail Advisors
New York
$5.28M -$6.94M -177,859 -57%
FCIM
264
Fairview Capital Investment Management
California
$5.23M +$21.7K +555 +0.4%
MFIM
265
Mesirow Financial Investment Management
Illinois
$5.15M +$5.15M +132,028 New
SC
266
Sinecera Capital
Texas
$5.15M -$1.16M -29,554 -18%
MIC
267
Meridian Investment Counsel
California
$5.11M -$2.93K -75 -0.1%
CA
268
Cetera Advisors
Colorado
$5.08M -$113K -2,883 -2%
HPIA
269
Hamilton Point Investment Advisors
North Carolina
$5.07M +$99.8K +2,558 +2%
CPG
270
Custom Portfolio Group
Colorado
$5.06M +$5.06M +133,382 New
VCM
271
Vivaldi Capital Management
Illinois
$5.05M -$341K -9,041 -6%
CBA
272
Coastal Bridge Advisors
Connecticut
$5.05M -$591K -15,130 -10%
KC
273
Kades & Cheifetz
Pennsylvania
$5.01M -$19.1K -490 -0.4%
Nomura Asset Management
274
Nomura Asset Management
Japan
$4.99M -$4.5M -115,400 -47%
OPA
275
Old Port Advisors
Maine
$4.9M +$300K +7,675 +7%