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iShares Gold Trust

1,140 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 317 increasing their positions, 429 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+109
Holders Change %
+10.57%
% of All Funds
16.71%
Holding in Top 10
108
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.2%
% of All Funds
1.58%
New
170
Increased
317
Reduced
429
Closed
49
Calls
$268M
Puts
$523M
Net Calls
-$255M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
501
Bristlecone Advisors
Washington
$1.28M -$8.31K -213 -0.6%
PRS
502
Pinkerton Retirement Specialists
Idaho
$1.28M -$1.41M -36,132 -52%
BAG
503
Bridgewealth Advisory Group
California
$1.28M +$21K +537 +2%
PCTC
504
Perkins Coie Trust Company
Washington
$1.27M +$67.8K +1,738 +6%
NW
505
Naviter Wealth
Arkansas
$1.27M
BPC
506
Banque Pictet & Cie
Switzerland
$1.26M
SB
507
Simmons Bank
Arkansas
$1.26M -$41.2K -1,056 -3%
WJWM
508
Williams Jones Wealth Management
New York
$1.26M +$160K +4,095 +14%
CWM
509
Congress Wealth Management
Massachusetts
$1.26M -$44.6K -1,143 -3%
PGF
510
Plan Group Financial
Oklahoma
$1.26M -$597K -15,305 -32%
RZH
511
Relyea Zuckerberg Hanson
Connecticut
$1.26M -$285K -7,302 -18%
CCA
512
Cadent Capital Advisors
Oklahoma
$1.25M -$46.4K -1,190 -4%
GRP
513
Global Retirement Partners
California
$1.24M -$298K -7,761 -19%
ATPW
514
Ashton Thomas Private Wealth
Arizona
$1.23M -$9.76K -250 -0.8%
UCB
515
United Community Bank
South Carolina
$1.23M
PP
516
Prudential plc
United Kingdom
$1.2M -$261K -6,685 -18%
BA
517
Ballew Advisors
Mississippi
$1.18M
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$1.17M -$408K -10,462 -26%
First Manhattan
519
First Manhattan
New York
$1.17M
MWM
520
Mosley Wealth Management
California
$1.17M +$1.17M +29,904 New
IFS
521
Ifrah Financial Services
Arkansas
$1.17M -$8.98K -230 -0.8%
TC
522
TownSquare Capital
Utah
$1.16M -$56.6K -1,450 -5%
Envestnet Portfolio Solutions
523
Envestnet Portfolio Solutions
Illinois
$1.15M -$102K -2,610 -8%
AP
524
Americana Partners
Texas
$1.13M +$43.8K +1,132 +4%
CCB
525
Country Club Bank
Missouri
$1.13M -$11.9K -305 -1%