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iShares Gold Trust

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Shares
Change %
XS
326
XR Securities
Illinois
$3.23M +$956K +25,587 +42%
Ohio Public Employees Retirement System (OPERS)
327
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.23M +$3.23M +86,400 New
WA
328
Wealthstar Advisors
Texas
$3.2M -$36K -963 -1%
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$3.16M -$448K -12,000 -12%
PP
330
Prudential plc
United Kingdom
$3.14M +$1.22M +32,590 +63%
DFA
331
Delta Financial Advisors
Louisiana
$3.13M
IAN
332
Integrated Advisors Network
Texas
$3.11M +$645K +17,256 +26%
RVPG
333
Relative Value Partners Group
$3.11M +$7.55K +202 +0.2%
RCM
334
Regency Capital Management
Hawaii
$3.1M +$3.1M +82,873 New
MGWM
335
Marks Group Wealth Management
Minnesota
$3.09M -$218K -5,837 -7%
TM
336
Tikvah Management
North Carolina
$3.07M
WP
337
WMS Partners
Maryland
$3.05M +$504K +13,483 +20%
CS
338
Comerica Securities
Michigan
$3.05M +$202K +5,412 +7%
MCM
339
Mengis Capital Management
Oregon
$3.05M +$27.3K +730 +0.9%
FTA
340
Financial & Tax Architects
Missouri
$3.02M +$3.02M +80,798 New
Vontobel Holding
341
Vontobel Holding
Switzerland
$3M -$2.24M -60,017 -43%
MAS
342
Madden Advisory Services
Florida
$3M +$15.6K +418 +0.5%
CL
343
COWA LLC
Oklahoma
$2.98M -$254K -6,804 -8%
CGA
344
Crescent Grove Advisors
Illinois
$2.98M +$27K +723 +0.9%
WWC
345
Waypoint Wealth Counsel
Georgia
$2.97M +$67.3K +1,800 +2%
CCA
346
Cadent Capital Advisors
Oklahoma
$2.88M +$341K +9,135 +13%
MWM
347
Merriman Wealth Management
Washington
$2.84M +$89.7K +2,399 +3%
Lido Advisors
348
Lido Advisors
California
$2.84M +$406K +10,861 +17%
JCM
349
J2 Capital Management
Michigan
$2.83M +$1.5M +40,190 +113%
TPWM
350
Twelve Points Wealth Management
Massachusetts
$2.78M +$302K +8,081 +12%