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iShares Gold Trust

949 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 353 increasing their positions, 342 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
949
Holders Change
-17
Holders Change %
-1.76%
% of All Funds
16.71%
Holding in Top 10
101
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-15.83%
% of All Funds
1.78%
New
83
Increased
353
Reduced
342
Closed
90
Calls
$6.99M
Puts
$10M
Net Calls
-$3.05M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
526
IHT Wealth Management
Illinois
$702K +$74.8K +2,301 +12%
JWCA
527
J.W. Coons Advisors
Ohio
$701K
FNT
528
First National Trust
Pennsylvania
$698K -$181K -5,569 -21%
PC
529
Port Capital
Illinois
$694K
NL
530
NWAM LLC
Washington
$684K -$404K -12,419 -37%
PFA
531
Pure Financial Advisors
California
$682K +$71.8K +2,207 +12%
FWM
532
Frontier Wealth Management
Missouri
$680K +$219K +6,740 +48%
PFM
533
Phillips Financial Management
Indiana
$674K +$5.56K +171 +0.8%
EWM
534
Empirical Wealth Management
Washington
$666K -$76.5K -2,352 -10%
SAM
535
S.A. Mason
Michigan
$665K +$214K +6,580 +47%
HC
536
Hamilton Capital
Ohio
$651K +$22.8K +700 +4%
BCPWM
537
Bradley & Co Private Wealth Management
Florida
$646K +$646K +19,878 New
MCM
538
Mainstay Capital Management
Michigan
$645K -$24.6M -755,231 -97%
Comerica Bank
539
Comerica Bank
Texas
$641K -$239K -7,061 -27%
FM
540
Family Management
New York
$640K
OWA
541
Outlook Wealth Advisors
Texas
$629K -$1.24M -38,103 -66%
FIM
542
FWL Investment Management
Texas
$626K -$24.4K -750 -4%
VAS
543
Valicenti Advisory Services
New York
$625K
NFG
544
Next Financial Group
Texas
$625K +$106K +3,271 +21%
SSWM
545
Sheets Smith Wealth Management
North Carolina
$624K -$10.7K -329 -2%
PCIA
546
Prime Capital Investment Advisors
Kansas
$623K -$268K -8,251 -30%
NFG
547
Nations Financial Group
Iowa
$613K +$11K +338 +2%
JWCA
548
J.W. Cole Advisors
Florida
$608K +$32.6K +1,003 +6%
SAM
549
Strategy Asset Managers
California
$604K +$77K +2,366 +15%
NA
550
NewEdge Advisors
Louisiana
$604K +$149K +4,580 +33%