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iShares Gold Trust

959 hedge funds and large institutions have $17B invested in iShares Gold Trust in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 357 increasing their positions, 290 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
-18
Holders Change %
-1.84%
% of All Funds
15.18%
Holding in Top 10
116
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+14.85%
% of All Funds
1.84%
New
126
Increased
357
Reduced
290
Closed
132
Calls
$69.7M
Puts
$5.67M
Net Calls
+$64M
Net Calls Change
+$34.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
326
Wealthspan Partners
Iowa
$3.42M +$52.5K +1,426 +2%
New York State Common Retirement Fund
327
New York State Common Retirement Fund
New York
$3.41M -$11.2M -303,538 -77%
Wellington Management Group
328
Wellington Management Group
Massachusetts
$3.41M +$3.41M +92,500 New
AAS
329
Avantax Advisory Services
Texas
$3.4M -$32.9K -892 -1%
MCC
330
Money Concepts Capital
Florida
$3.37M +$49.2K +1,336 +1%
CS
331
Comerica Securities
Michigan
$3.33M +$760K +20,637 +30%
SIA
332
Sage Investment Advisers
New York
$3.3M +$258K +7,000 +8%
TWA
333
TPB Wealth Advisors
Texas
$3.3M +$3.3M +89,526 New
EC
334
Estate Counselors
Wisconsin
$3.25M
DFA
335
Delta Financial Advisors
Louisiana
$3.17M -$36.8K -1,000 -1%
SW
336
SVB Wealth
Massachusetts
$3.16M -$246K -6,690 -7%
QAM
337
Q3 Asset Management
Michigan
$3.15M +$3.15M +85,563 New
MCM
338
Mengis Capital Management
Oregon
$3.15M +$50.8K +1,380 +2%
WP
339
WMS Partners
Maryland
$3.14M +$371K +10,062 +13%
GSEP
340
Golden State Equity Partners
California
$3.12M -$99.1K -2,691 -3%
CGA
341
Crescent Grove Advisors
Illinois
$3.06M -$394K -10,691 -11%
PCA
342
Permit Capital Advisors
Pennsylvania
$3.04M +$3.04M +81,699 New
CUAMC
343
China Universal Asset Management Company
China
$3.02M -$18.4K -500 -0.6%
WSTAM
344
Wilbanks Smith & Thomas Asset Management
Virginia
$3.01M +$29.5K +831 +1%
FC
345
Ferris Capital
Massachusetts
$2.97M -$101K -2,746 -3%
JCM
346
J2 Capital Management
Michigan
$2.97M -$2.23M -60,654 -43%
SPFA
347
Summit Place Financial Advisors
New Jersey
$2.95M +$2.95M +80,115 New
KPWS
348
Kestra Private Wealth Services
Texas
$2.89M +$769K +20,869 +36%
Prudential Financial
349
Prudential Financial
New Jersey
$2.88M +$2.88M +78,138 New
PFS
350
Prospera Financial Services
Texas
$2.86M +$1.95M +52,918 +215%