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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 %
AAS
476
Avantax Advisory Services
Texas
$1.46M -$67.3K -1,602 -4%
CFO
477
Callan Family Office
Pennsylvania
$1.46M +$2.1K +50 +0.1%
SAM
478
Satovsky Asset Management
New York
$1.44M -$3.49K -83 -0.2%
MGWM
479
Marks Group Wealth Management
Minnesota
$1.43M -$104K -2,468 -7%
FCP
480
Fidelis Capital Partners
Florida
$1.42M +$1.42M +33,860 New
RC
481
Roundview Capital
New Jersey
$1.42M -$6.68K -159 -0.5%
HWP
482
Highline Wealth Partners
California
$1.41M -$41.5K -988 -3%
PFS
483
Prospera Financial Services
Texas
$1.39M -$3.79M -90,231 -73%
HFP
484
Holistic Financial Partners
Indiana
$1.39M
WWA
485
WCG Wealth Advisors
Nevada
$1.38M +$247K +5,881 +22%
FAIM
486
Financial Advocates Investment Management
Washington
$1.37M -$1.03M -24,840 -43%
Mitsubishi UFJ Asset Management
487
Mitsubishi UFJ Asset Management
Japan
$1.37M -$124K -2,946 -8%
FIM
488
FWL Investment Management
Texas
$1.36M -$149K -3,550 -10%
BPC
489
Banque Pictet & Cie
Switzerland
$1.36M
BA
490
Ballew Advisors
Mississippi
$1.35M
RZH
491
Relyea Zuckerberg Hanson
Connecticut
$1.35M
SB
492
Simmons Bank
Arkansas
$1.35M -$8.4K -200 -0.6%
GRP
493
Global Retirement Partners
California
$1.35M -$4.29K -102 -0.3%
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$1.35M +$468K +11,142 +53%
CPM
495
Connective Portfolio Management
New York
$1.35M -$1.47M -35,000 -52%
MF
496
Montis Financial
Massachusetts
$1.34M +$317K +7,540 +31%
ATPW
497
Ashton Thomas Private Wealth
Arizona
$1.33M +$12.3K +293 +0.9%
ES
498
ETF Store
Kansas
$1.33M -$114K -2,717 -8%
First Manhattan
499
First Manhattan
New York
$1.33M +$69.3K +1,650 +6%
APW
500
Austin Private Wealth
Texas
$1.31M -$199K -4,585 -13%