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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 %
AWMT
501
AAFMAA Wealth Management & Trust
North Carolina
$1.3M -$1.83M -43,489 -58%
Luther King Capital Management (LKCM)
502
Luther King Capital Management (LKCM)
Texas
$1.3M -$6.77M
MWM
503
Mosley Wealth Management
California
$1.3M +$43.2K +1,028 +3%
WCA
504
Westover Capital Advisors
Delaware
$1.3M +$387K +9,209 +43%
WJWM
505
Williams Jones Wealth Management
New York
$1.29M -$64.1K -1,525 -5%
UCB
506
United Community Bank
South Carolina
$1.27M -$50.4K -1,200 -4%
IFS
507
Ifrah Financial Services
Arkansas
$1.27M +$10.8K +258 +0.9%
Envestnet Portfolio Solutions
508
Envestnet Portfolio Solutions
Illinois
$1.27M +$26.5K +631 +2%
PRS
509
Pinkerton Retirement Specialists
Idaho
$1.26M -$120K -2,847 -9%
SFFS
510
Stonehage Fleming Financial Services
Jersey
$1.25M -$975K -26,089 -44%
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$1.25M -$15.4K -366 -1%
ICP
512
Interchange Capital Partners
Pennsylvania
$1.24M -$64.1K -1,525 -5%
CW
513
CreativeOne Wealth
Kansas
$1.22M +$267K +6,356 +28%
CT
514
Clearstead Trust
Maine
$1.21M +$8.15K +194 +0.7%
ACM
515
AlphaStar Capital Management
North Carolina
$1.21M +$23.1K +550 +2%
OC
516
Oppenheimer & Co
New York
$1.21M -$390K -9,280 -24%
BAWC
517
Boyce & Associates Wealth Consulting
Texas
$1.21M -$186K -4,439 -13%
BA
518
Bristlecone Advisors
Washington
$1.19M -$190K -4,528 -14%
CCM
519
Courage Capital Management
Tennessee
$1.18M
TC
520
TownSquare Capital
Utah
$1.17M -$81.8K -1,948 -7%
EE
521
EWG Elevate
California
$1.15M +$21.2K +504 +2%
NL
522
NKCFO LLC
Illinois
$1.15M
PWM
523
PBMares Wealth Management
Virginia
$1.15M +$38K +905 +3%
DAS
524
Dynamic Advisor Solutions
Arizona
$1.15M +$21K +500 +2%
BCA
525
Bay Colony Advisors
Massachusetts
$1.15M +$197K +4,678 +21%