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iShares Gold Trust

875 hedge funds and large institutions have $16B invested in iShares Gold Trust in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 316 increasing their positions, 278 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
15.37%
Holding in Top 10
102
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.03%
% of All Funds
1.79%
New
98
Increased
316
Reduced
278
Closed
81
Calls
$27.5M
Puts
$9.34M
Net Calls
+$18.2M
Net Calls Change
-$6.85M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
526
Southport Capital Management
Tennessee
$610K +$217K +6,509 +55%
CCM
527
Coldstream Capital Management
Washington
$603K +$603K +33,514 New
HH
528
Hilltop Holdings
Texas
$600K +$88.7K +2,655 +17%
JWCA
529
J.W. Coons Advisors
Ohio
$595K -$6.67K -200 -1%
IWM
530
IHT Wealth Management
Illinois
$590K -$149K -4,461 -20%
OWA
531
Outlook Wealth Advisors
Texas
$586K -$10.6K -318 -2%
SSWM
532
Sheets Smith Wealth Management
North Carolina
$585K -$52.8K -1,580 -8%
WIA
533
World Investment Advisors
California
$582K +$49.3K +1,475 +9%
V
534
Veritable
Delaware
$577K -$571K -17,077 -50%
AssetMark Inc
535
AssetMark Inc
California
$577K +$269K +8,053 +87%
SCI
536
S&CO Inc
Massachusetts
$574K
LWAC
537
Laurel Wealth Advisors (California)
California
$574K
WMA
538
Wealth Management Associates
New Jersey
$569K +$10.2K +305 +2%
KFGK
539
Keystone Financial Group (Kentucky)
Kentucky
$566K -$1.48M -44,238 -72%
PWP
540
Principle Wealth Partners
Connecticut
$566K
SGI
541
Summit Global Investments
Utah
$561K -$612K -18,300 -52%
Natixis Advisors
542
Natixis Advisors
Massachusetts
$557K +$209K +6,263 +60%
PFGIA
543
Patriot Financial Group Insurance Agency
Massachusetts
$554K +$27.1K +813 +5%
BOPW
544
Brandywine Oak Private Wealth
Pennsylvania
$552K +$50.9K +1,526 +10%
TFO
545
Tarbox Family Office
California
$545K -$51.4K -1,540 -9%
HWA
546
Hillcrest Wealth Advisors
New Jersey
$545K +$199K +5,950 +57%
TI
547
Tidal Investments
Wisconsin
$545K +$545K +16,307 New
Wealth Enhancement Advisory Services
548
Wealth Enhancement Advisory Services
Minnesota
$544K
PCWA
549
Pacific Capital Wealth Advisors
California
$544K +$96.7K +2,893 +22%
KCM
550
Kornitzer Capital Management
Kansas
$540K +$34.4K +1,029 +7%