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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 %
PHAM
301
Palisades Hudson Asset Management
Florida
$3.99M
CCG
302
Cypress Capital Group
Florida
$3.94M -$9.99K -256 -0.3%
VCM
303
Versant Capital Management
Arizona
$3.94M -$370K -9,470 -9%
PHS
304
Pekin Hardy Strauss
Illinois
$3.93M -$44.9K -1,150 -1%
DA
305
DCF Advisers
Connecticut
$3.9M
FC
306
Fore Capital
New York
$3.9M +$585K +15,000 +18%
Prudential Financial
307
Prudential Financial
New Jersey
$3.87M -$4.15M -106,284 -52%
Lido Advisors
308
Lido Advisors
California
$3.86M -$183K -4,692 -5%
Bessemer Group
309
Bessemer Group
New Jersey
$3.83M
DRS
310
Deane Retirement Strategies
Louisiana
$3.81M +$3.81M +97,611 New
SIA
311
Sage Investment Advisers
New York
$3.78M
ZCM
312
Ziegler Capital Management
Illinois
$3.77M
BFM
313
Boston Financial Management
Massachusetts
$3.72M -$146K -3,736 -4%
FGA
314
Fortis Group Advisors
New Jersey
$3.72M
VWM
315
VCI Wealth Management
Missouri
$3.7M +$3.7M +94,923 New
WA
316
Wealth Alliance
New York
$3.7M -$27.4K -701 -0.7%
FT
317
Fiduciary Trust
Massachusetts
$3.65M -$187K -4,797 -5%
MAS
318
Madden Advisory Services
Florida
$3.65M +$293K +7,499 +9%
TPWM
319
Twelve Points Wealth Management
Massachusetts
$3.64M +$25.6K +656 +0.7%
HSBC Holdings
320
HSBC Holdings
United Kingdom
$3.64M -$240K -6,145 -6%
IMC Chicago
321
IMC Chicago
Illinois
$3.59M +$2M +51,243 +126%
WP
322
WMS Partners
Maryland
$3.57M
RFO
323
RiverGlades Family Offices
Florida
$3.54M -$280K -7,317 -7%
TSS
324
Two Sigma Securities
New York
$3.53M +$3.53M +90,558 New
MWM
325
Moulton Wealth Management
Washington
$3.52M +$1.37M +35,610 +63%