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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 %
EWA
501
EP Wealth Advisors
California
$374K +$111K +3,686 +42%
LBD
502
Landsberg Bennett & Dubbaneh
Florida
$373K +$125K +4,038 +50%
SAM
503
Strategy Asset Managers
California
$367K +$367K +12,186 New
DBRC
504
D.B. Root & Company
Pennsylvania
$365K -$52.7K -1,750 -13%
BEAM
505
Baker Ellis Asset Management
Washington
$362K +$30.2K +1,000 +9%
VFA
506
Valeo Financial Advisors
Indiana
$357K -$84.6K -2,625 -19%
WANY
507
Wealthspire Advisors (New York)
New York
$356K +$356K +11,813 New
Natixis Advisors
508
Natixis Advisors
Massachusetts
$353K +$353K +11,702 New
PCIA
509
Prime Capital Investment Advisors
Kansas
$344K +$344K +11,398 New
JWS
510
Juncture Wealth Strategies
Arizona
$339K -$38.1K -1,265 -10%
DY
511
Dowling & Yahnke
California
$338K +$84.7K +2,812 +33%
BFM
512
Boston Financial Management
Massachusetts
$335K
WAM
513
Wealthspire Advisors (Maryland)
Maryland
$335K +$61.1K +2,028 +22%
AWM
514
Altavista Wealth Management
North Carolina
$332K -$30.1K -1,000 -8%
Koshinski Asset Management
515
Koshinski Asset Management
Illinois
$332K +$22.6K +750 +7%
APW
516
Aurora Private Wealth
New Jersey
$332K +$166K +5,505 +100%
RIA
517
Realta Investment Advisors
Delaware
$330K -$455K -15,116 -58%
IWM
518
IHT Wealth Management
Illinois
$325K +$162K +5,386 +100%
IAA
519
Independent Advisor Alliance
North Carolina
$324K -$1.6M -52,976 -83%
AIC
520
Ameritas Investment Company
Nebraska
$322K +$229K +7,498 +247%
SG Americas Securities
521
SG Americas Securities
New York
$321K -$45.5M -1,509,850 -99%
HW
522
Hancock Whitney
Mississippi
$321K
BCV
523
Banque Cantonale Vaudoise
Switzerland
$319K +$66.2K +2,200 +26%
SG
524
StoneX Group
New York
$313K -$126K -4,160 -29%
LFAS
525
Level Four Advisory Services
Texas
$312K +$312K +10,268 New