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iShares Gold Trust

1,138 hedge funds and large institutions have $15.7B invested in iShares Gold Trust in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 343 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
16.5%
Holding in Top 10
111
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.78%
% of All Funds
1.61%
New
89
Increased
343
Reduced
465
Closed
73
Calls
$269M
Puts
$754M
Net Calls
-$485M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
426
Robertson Stephens Wealth Management
California
$1.98M +$357K +8,504 +22%
NCM
427
Northside Capital Management
Oregon
$1.98M -$1.73M -41,150 -47%
LNC
428
Lincoln National Corp
Pennsylvania
$1.97M -$372K -8,861 -16%
WFG
429
Wormser Freres Gestion
France
$1.97M +$437K +10,050 +29%
VCWA
430
Vanguard Capital Wealth Advisors
Colorado
$1.97M +$123K +2,917 +7%
FF
431
Farrell Financial
New York
$1.96M +$53.1K +1,265 +3%
DADC
432
D.A. Davidson & Co
Montana
$1.96M -$791K -18,830 -29%
FLPIM
433
F.L. Putnam Investment Management
Massachusetts
$1.96M +$36.8K +877 +2%
EFS
434
Econ Financial Services
Pennsylvania
$1.93M +$1.93M +45,823 New
FFN
435
Focus Financial Network
Minnesota
$1.87M +$669K +14,863 +55%
DSN
436
D. Scott Neal
Kentucky
$1.86M +$146K +3,466 +8%
CWM
437
Congress Wealth Management
Massachusetts
$1.84M +$484K +11,520 +36%
HI
438
Harbour Investments
Wisconsin
$1.84M +$56K +1,333 +3%
WCFA
439
Walkner Condon Financial Advisors
Wisconsin
$1.83M -$882 -21 -0%
PFGIA
440
Patriot Financial Group Insurance Agency
Massachusetts
$1.82M +$288K +6,846 +19%
WS
441
Wedbush Securities
California
$1.82M +$55.9K +1,331 +3%
SAM
442
Simplify Asset Management
Nevada
$1.81M -$232K -5,514 -11%
MIA
443
MMBG Investment Advisors
Florida
$1.8M
KIA
444
Knollwood Investment Advisory
Maryland
$1.8M
TCG
445
Transcendent Capital Group
Oklahoma
$1.8M +$1.8M +42,754 New
SAM
446
SignalPoint Asset Management
Missouri
$1.79M -$12.8K -304 -0.7%
SA
447
Sunesis Advisors
Kansas
$1.79M -$406K -9,666 -19%
PCIG
448
Partners Capital Investment Group
Massachusetts
$1.77M -$9.64M -229,571 -85%
WA
449
WBH Advisory
Maryland
$1.76M -$202K -4,814 -10%
CWS
450
Confluence Wealth Services
Pennsylvania
$1.75M +$44.1K +1,049 +3%