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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 %
SPC
276
Sigma Planning Corp
Michigan
$5.28M +$3.05M +72,496 +136%
MWM
277
Modern Wealth Management
Kansas
$5.26M +$5.26M +125,159 New
GWSA
278
Global Wealth Strategies & Associates
Colorado
$5.21M +$158K +3,760 +3%
FA
279
FDx Advisors
Illinois
$5.19M -$1.32M -31,521 -20%
SAW
280
Signal Advisors Wealth
Michigan
$5.14M +$1.99M +47,488 +63%
MWM
281
Maltin Wealth Management
New Jersey
$5.1M +$232K +5,522 +5%
BFP
282
Briaud Financial Planning
Texas
$5.06M -$6.09K -145 -0.1%
BCI
283
Brinker Capital Investments
Pennsylvania
$5.05M -$152K -3,625 -3%
OPS
284
Orion Portfolio Solutions
Nebraska
$5.05M -$152K -3,625 -3%
AWP
285
Accretive Wealth Partners
New Jersey
$5.02M +$12.4K +285 +0.2%
FWM
286
Foguth Wealth Management
Michigan
$4.89M +$4.89M +116,411 New
ACA
287
Ackerman Capital Advisors
Texas
$4.8M -$6.89K -164 -0.1%
WFG
288
Wills Financial Group
Virginia
$4.8M -$27.7K -660 -0.6%
SCI
289
Stableford Capital II
Arizona
$4.78M +$4.62K +110 +0.1%
PWA
290
Prairie Wealth Advisors
Nebraska
$4.78M +$4.78M +113,792 New
RCM
291
Regency Capital Management
Hawaii
$4.75M +$247K +5,878 +5%
WP
292
Wealthspan Partners
Iowa
$4.68M +$159K +3,774 +4%
FNBT
293
FineMark National Bank & Trust
Florida
$4.65M +$326K +7,764 +8%
AF
294
Advisornet Financial
Minnesota
$4.6M +$31.2K +743 +0.7%
LA
295
Lifeworks Advisors
Michigan
$4.6M +$1.12M +26,702 +32%
AWM
296
Apollon Wealth Management
South Carolina
$4.53M -$265K -6,302 -6%
KA
297
Kure Advisory
Minnesota
$4.53M +$165K +3,916 +4%
WIP
298
WealthCare Investment Partners
Rhode Island
$4.4M +$1.22M +28,968 +38%
Focus Partners Wealth
299
Focus Partners Wealth
Massachusetts
$4.38M +$2.34M +55,745 +115%
Tudor Investment Corp
300
Tudor Investment Corp
Connecticut
$4.38M +$3.2M +76,227 +272%