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iShares Gold Trust

1,138 hedge funds and large institutions have $15.7B invested in iShares Gold Trust in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 343 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
16.5%
Holding in Top 10
111
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.78%
% of All Funds
1.61%
New
89
Increased
343
Reduced
465
Closed
73
Calls
$269M
Puts
$754M
Net Calls
-$485M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Shares
Change %
SAA
251
Southeast Asset Advisors
Georgia
$6.38M
SJGA
252
Stephen J. Garry & Associates
New York
$6.34M -$47.3K -1,125 -0.7%
AWM
253
AE Wealth Management
Kansas
$6.3M -$7.69M -183,167 -55%
AIM
254
Alhambra Investment Management
Florida
$6.3M +$37.6K +894 +0.6%
ASN
255
Advisory Services Network
Georgia
$6.12M +$271K +6,450 +5%
MA
256
MBA Advisors
Pennsylvania
$6.09M +$151K +3,587 +3%
CWM
257
Cranbrook Wealth Management
Michigan
$6.07M -$50.3K -1,198 -0.8%
KPWS
258
Kestra Private Wealth Services
Texas
$5.93M -$83.8K -1,994 -1%
WFA
259
Wellspring Financial Advisors
Ohio
$5.9M -$847K -20,173 -13%
FA
260
Fermata Advisors
California
$5.87M -$230K -5,474 -4%
PAG
261
Private Advisor Group
New Jersey
$5.85M -$525K -12,500 -8%
OFW
262
Omnia Family Wealth
Florida
$5.82M -$211K -5,022 -3%
FCI
263
Financial Counselors Inc
Kansas
$5.76M -$1.01M -24,158 -15%
FGA
264
Fortis Group Advisors
New Jersey
$5.75M +$1.57M +37,320 +38%
OPA
265
Old Port Advisors
Maine
$5.73M +$457K +10,872 +9%
FCIM
266
Fairview Capital Investment Management
California
$5.73M +$94.8K +2,257 +2%
Pathstone Holdings
267
Pathstone Holdings
New Jersey
$5.71M +$464K +11,056 +9%
CPG
268
Custom Portfolio Group
Colorado
$5.7M +$240K +5,867 +4%
Thrivent Financial for Lutherans
269
Thrivent Financial for Lutherans
Minnesota
$5.66M -$31.4K -747 -0.6%
SC
270
Sinecera Capital
Texas
$5.49M -$169K -3,907 -3%
KC
271
Kades & Cheifetz
Pennsylvania
$5.45M +$58.6K +1,394 +1%
CBA
272
Coastal Bridge Advisors
Connecticut
$5.42M -$13.7K -325 -0.3%
HPIA
273
Hamilton Point Investment Advisors
North Carolina
$5.4M -$56.6K -1,347 -1%
STA
274
Summit Trail Advisors
New York
$5.36M -$320K -7,612 -6%
MIC
275
Meridian Investment Counsel
California
$5.32M -$175K -4,177 -3%