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iShares Gold Trust

776 hedge funds and large institutions have $10.8B invested in iShares Gold Trust in 2020 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 307 increasing their positions, 204 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+43
Holders Change %
+5.87%
% of All Funds
17.14%
Holding in Top 10
104
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+28.4%
% of All Funds
2.3%
New
112
Increased
307
Reduced
204
Closed
57
Calls
$10.4M
Puts
$2.57M
Net Calls
+$7.81M
Net Calls Change
+$5.15M
Name Holding Trade Value Shares
Change
Shares
Change %
RVPG
426
Relative Value Partners Group
$696K +$105K +3,500 +18%
WWM
427
Western Wealth Management
Colorado
$667K +$54.8K +1,819 +9%
CAPTRUST Financial Advisors
428
CAPTRUST Financial Advisors
North Carolina
$652K +$110K +3,638 +20%
Kayne Anderson Rudnick Investment Management
429
Kayne Anderson Rudnick Investment Management
California
$651K
VWA
430
Visionary Wealth Advisors
Illinois
$650K -$185K -6,149 -22%
PC
431
Port Capital
Illinois
$643K
SIC
432
Schwartz Investment Counsel
Michigan
$627K +$211K +7,000 +51%
Cerity Partners
433
Cerity Partners
New York
$627K +$263K +8,734 +72%
EWM
434
Empirical Wealth Management
Washington
$625K +$18.1K +601 +3%
KLC
435
Knowledge Leaders Capital
Colorado
$618K +$269K +8,930 +77%
IC
436
IEQ Capital
California
$613K -$80.1K -2,657 -12%
PPP
437
Private Portfolio Partners
New Jersey
$613K -$26.3K -872 -4%
OFG
438
OmniStar Financial Group
North Carolina
$600K -$19K -629 -3%
OWD
439
Osborn Williams & Donohoe
Ohio
$599K +$22.5K +747 +4%
CS
440
Credit Suisse
Switzerland
$598K +$403K +13,374 +207%
UAS
441
United Asset Strategies
New York
$597K -$1.54M -51,174 -72%
CCM
442
Coldstream Capital Management
Washington
$591K -$1.02M -33,864 -63%
PFM
443
Phillips Financial Management
Indiana
$587K -$20.3K -670 -3%
Cetera Investment Advisers
444
Cetera Investment Advisers
Illinois
$585K +$51.1K +1,698 +10%
WCM
445
WealthBridge Capital Management
Ohio
$585K +$115K +3,800 +24%
TC
446
TownSquare Capital
Utah
$579K -$13.7K -423 -2%
VAS
447
Valicenti Advisory Services
New York
$579K +$277K +9,175 +91%
CPA
448
Clear Perspective Advisors
Illinois
$575K
JWBC
449
J.W. Burns & Co
New York
$574K +$168K +5,575 +41%
EVM
450
Eaton Vance Management
Massachusetts
$572K +$83.8K +2,778 +17%