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iShares Gold Trust

1,058 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 346 increasing their positions, 386 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+26
Holders Change %
+2.52%
% of All Funds
16.69%
Holding in Top 10
93
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.71%
% of All Funds
1.47%
New
87
Increased
346
Reduced
386
Closed
49
Calls
$191M
Puts
$151M
Net Calls
+$39.7M
Net Calls Change
-$98.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WG
401
Winton Group
United Kingdom
$2.12M
AWM
402
Avior Wealth Management
Nebraska
$2.11M -$85.4K -2,346 -4%
NFG
403
Nadler Financial Group
Illinois
$2.09M -$62.7K -1,722 -3%
CCM
404
Carlson Capital Management
Minnesota
$2.08M +$5.06K +139 +0.2%
PFS
405
Prospera Financial Services
Texas
$2.08M -$1.23M -33,897 -37%
TW
406
Towerpoint Wealth
California
$2.02M -$8.7K -239 -0.4%
TSW
407
Thompson Siegel & Walmsley
Virginia
$1.98M
ES
408
Eagle Strategies
New York
$1.96M +$1.96M +53,773 New
TFA
409
Teamwork Financial Advisors
Texas
$1.94M +$1.94M +53,317 New
BRM
410
Boston Research & Management
Massachusetts
$1.92M -$38.9K -1,070 -2%
OCM
411
One Capital Management
California
$1.92M -$26.3K -724 -1%
BW
412
Bison Wealth
Georgia
$1.9M -$53.1K -1,458 -3%
CFGF
413
Compass Financial Group (Florida)
Florida
$1.9M -$17.1K -469 -0.9%
NC
414
NewSquare Capital
Pennsylvania
$1.9M +$52.4K +1,439 +3%
CG
415
Colony Group
Massachusetts
$1.85M -$92.5K -2,540 -5%
LNC
416
Lincoln National Corp
Pennsylvania
$1.82M +$19.4K +534 +1%
TWM
417
TriaGen Wealth Management
California
$1.81M +$72.3K +1,986 +4%
WA
418
WBH Advisory
Maryland
$1.8M -$19.4K -532 -1%
MA
419
Mutual Advisors
Nebraska
$1.8M +$29.8K +819 +2%
IWA
420
Intercontinental Wealth Advisors
Texas
$1.79M -$11.3K -310 -0.6%
AR
421
Apeiron RIA
Texas
$1.79M +$277K +7,603 +18%
WAS
422
Winch Advisory Services
Wisconsin
$1.79M -$23.3K -641 -1%
EWA
423
EP Wealth Advisors
California
$1.78M +$287K +6,680 +19%
SCA
424
Snowden Capital Advisors
New York
$1.76M +$121K +3,313 +7%
FLPIM
425
F.L. Putnam Investment Management
Massachusetts
$1.76M +$382K +10,511 +28%