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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 %
Pathstone Holdings
276
Pathstone Holdings
New Jersey
$4.87M +$4.87M +124,792 New
PFS
277
Prospera Financial Services
Texas
$4.82M +$3.54M +90,673 +277%
BCI
278
Brinker Capital Investments
Pennsylvania
$4.75M -$66.8K -1,740 -1%
OPS
279
Orion Portfolio Solutions
Nebraska
$4.75M -$66.8K -1,740 -1%
IC
280
IEQ Capital
California
$4.73M +$3.13M +80,093 +195%
BFP
281
Briaud Financial Planning
Texas
$4.7M -$7.3K -187 -0.2%
GWSA
282
Global Wealth Strategies & Associates
Colorado
$4.69M +$47K +1,205 +1%
MWM
283
Maltin Wealth Management
New Jersey
$4.52M +$88.7K +2,272 +2%
AWP
284
Accretive Wealth Partners
New Jersey
$4.49M -$16K -410 -0.4%
WFG
285
Wills Financial Group
Virginia
$4.49M -$145K -3,720 -3%
SF
286
Synovus Financial
Georgia
$4.48M +$2.8M +71,708 +166%
ACA
287
Ackerman Capital Advisors
Texas
$4.47M -$1.2M -30,832 -21%
AWM
288
Apollon Wealth Management
South Carolina
$4.46M -$161K -4,131 -3%
Bank Julius Baer & Co
289
Bank Julius Baer & Co
Switzerland
$4.45M -$9.15M -234,543 -67%
AI
290
Atria Investments
North Carolina
$4.39M -$145K -3,711 -3%
SCI
291
Stableford Capital II
Arizona
$4.36M +$37.3K +972 +0.9%
DI
292
DFPG Investments
Utah
$4.3M -$40.8K -1,057 -0.9%
AF
293
Advisornet Financial
Minnesota
$4.25M -$62.4K -1,599 -1%
WP
294
Wealthspan Partners
Iowa
$4.2M +$40.3K +1,033 +1%
Cetera Investment Advisers
295
Cetera Investment Advisers
Illinois
$4.19M -$202K -5,187 -5%
RCM
296
Regency Capital Management
Hawaii
$4.18M -$625K -16,001 -13%
AWA
297
Amplius Wealth Advisors
Pennsylvania
$4.1M -$155K -3,981 -4%
CL
298
Choreo LLC
Illinois
$4.07M +$302K +7,745 +8%
KA
299
Kure Advisory
Minnesota
$4.05M -$6.64K -170 -0.2%
FNBT
300
FineMark National Bank & Trust
Florida
$4.02M -$10.4K -266 -0.3%