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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 %
SAM
476
Satovsky Asset Management
New York
$1.29M -$24.9K -683 -2%
Wealth Enhancement Advisory Services
477
Wealth Enhancement Advisory Services
Minnesota
$1.29M -$722K -19,829 -36%
RC
478
Roundview Capital
New Jersey
$1.29M +$1.46K +40 +0.1%
VAM
479
Verity Asset Management
North Carolina
$1.29M -$226K -6,224 -15%
UCFA
480
United Capital Financial Advisors
Texas
$1.28M -$475K -13,060 -27%
BPC
481
Banque Pictet & Cie
Switzerland
$1.27M
BWM
482
Birchcreek Wealth Management
Ohio
$1.25M -$160K -4,396 -11%
ECM
483
Evergreen Capital Management
Washington
$1.24M -$319K -8,771 -20%
CWM
484
Congress Wealth Management
Massachusetts
$1.24M -$187K -5,135 -13%
ICG
485
InterOcean Capital Group
Tennessee
$1.22M +$1M +27,506 +459%
SB
486
Simmons Bank
Arkansas
$1.22M +$11.3K +310 +0.9%
AP
487
Americana Partners
Texas
$1.22M +$41.8K +1,148 +4%
BAG
488
Bridgewealth Advisory Group
California
$1.21M +$32.4K +891 +3%
LCAM
489
London & Capital Asset Management
United Kingdom
$1.21M -$159K -4,380 -12%
HFP
490
Holistic Financial Partners
Indiana
$1.21M
Lazard Asset Management
491
Lazard Asset Management
New York
$1.19M -$212K -5,815 -15%
BA
492
Bristlecone Advisors
Washington
$1.19M -$44.7K -1,229 -4%
PA
493
PFG Advisors
Arizona
$1.18M -$94.2K -2,589 -7%
BAWC
494
Boyce & Associates Wealth Consulting
Texas
$1.17M +$158K +4,351 +16%
ICP
495
Interchange Capital Partners
Pennsylvania
$1.17M -$36K -989 -3%
GSEP
496
Golden State Equity Partners
California
$1.17M -$283K -7,788 -19%
CPM
497
Connective Portfolio Management
New York
$1.17M -$40.9K -1,123 -3%
WC
498
Waterloo Capital
Texas
$1.16M +$795K +21,848 +219%
UCB
499
United Community Bank
South Carolina
$1.14M
BA
500
Ballew Advisors
Mississippi
$1.13M