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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 %
CG
401
Colony Group
Massachusetts
$2M -$696K -18,620 -26%
LWM
402
Liberty Wealth Management
California
$1.97M +$1.97M +53,147 New
CFGF
403
Compass Financial Group (Florida)
Florida
$1.97M +$7.4K +198 +0.4%
MHS
404
M Holdings Securities
Oregon
$1.96M -$13.5K -361 -0.7%
SA
405
Sunesis Advisors
Kansas
$1.95M -$187 -5 -0%
IC
406
Iconiq Capital
California
$1.94M
AFO
407
Allie Family Office
Florida
$1.94M -$280K -7,480 -13%
NC
408
NewSquare Capital
Pennsylvania
$1.89M -$65.6K -1,755 -3%
VFO
409
Virtus Family Office
Texas
$1.88M -$29.9K -800 -2%
WA
410
WBH Advisory
Maryland
$1.87M +$1.87M +50,113 New
WAS
411
Winch Advisory Services
Wisconsin
$1.86M -$28.4K -760 -2%
IWA
412
Intercontinental Wealth Advisors
Texas
$1.85M +$1.85M +49,558 New
LNC
413
Lincoln National Corp
Pennsylvania
$1.84M +$18K +482 +1%
SW
414
SVB Wealth
Massachusetts
$1.83M -$1.11M -29,572 -38%
CC
415
Cadinha & Co
Hawaii
$1.82M -$2.77K -74 -0.2%
MA
416
Mutual Advisors
Nebraska
$1.81M -$632K -16,903 -26%
UCFA
417
United Capital Financial Advisors
Texas
$1.8M +$71K +1,899 +4%
FIM
418
Freedom Investment Management
Connecticut
$1.8M +$157K +4,203 +10%
TWM
419
TriaGen Wealth Management
California
$1.79M -$17.6K -472 -1%
AA
420
Altman Advisors
Illinois
$1.78M -$47.2K -2,010 -3%
TIAM2
421
Tru Independence Asset Management 2
Oregon
$1.77M +$1.77M +47,283 New
SS
422
Simplicity Solutions
Minnesota
$1.75M +$1.75M +46,841 New
FA
423
Forefront Analytics
Pennsylvania
$1.75M
AAS
424
Avantax Advisory Services
Texas
$1.74M +$14.2K +381 +0.8%
IWM
425
IHT Wealth Management
Illinois
$1.71M +$75.9K +2,030 +5%