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iShares Gold Trust

1,058 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 346 increasing their positions, 386 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+26
Holders Change %
+2.52%
% of All Funds
16.69%
Holding in Top 10
93
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.71%
% of All Funds
1.47%
New
87
Increased
346
Reduced
386
Closed
49
Calls
$191M
Puts
$151M
Net Calls
+$39.7M
Net Calls Change
-$98.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NPF
551
Norris Perne & French
Michigan
$894K -$10.6K -291 -1%
VWM
552
Venturi Wealth Management
Texas
$892K +$800K +21,977 +866%
MF
553
Montis Financial
Massachusetts
$892K +$2.51K +69 +0.3%
PTC
554
Private Trust Company
Ohio
$876K +$11.8K +325 +1%
MFG
555
Midwest Financial Group
Kansas
$869K -$5.46K -150 -0.6%
AAS
556
Ameritas Advisory Services
Nebraska
$868K -$667K -18,303 -43%
ATPW
557
Ashton Thomas Private Wealth
Arizona
$858K +$252K +6,921 +42%
AWA
558
Arete Wealth Advisors
Illinois
$852K -$1.67M -46,002 -66%
NW
559
NewEdge Wealth
Pennsylvania
$841K
EE
560
EWG Elevate
California
$841K +$16K +439 +2%
OFA
561
Oak Family Advisors
Illinois
$839K -$83.7K -2,300 -9%
LSAG
562
Lake Street Advisors Group
New Hampshire
$833K -$247K -6,799 -23%
CFO
563
Colony Family Offices
North Carolina
$832K +$832K +22,860 New
GC
564
Garde Capital
Washington
$830K
CCM
565
Coldstream Capital Management
Washington
$829K +$4.44K +122 +0.5%
WIM
566
Westside Investment Management
California
$829K
DA
567
Doliver Advisors
Texas
$826K -$655 -18 -0.1%
HH
568
Hilltop Holdings
Texas
$826K +$12.5K +344 +2%
MIM
569
Macroview Investment Management
Maryland
$826K +$90.6K +2,490 +12%
SWM
570
Spire Wealth Management
Virginia
$826K +$50.8K +1,395 +7%
FM
571
Family Management
New York
$820K +$103K +2,842 +14%
WCM
572
WealthBridge Capital Management
Ohio
$819K -$28.4K -780 -3%
PPP
573
Private Portfolio Partners
New Jersey
$809K -$946 -26 -0.1%
SYBT
574
Stock Yards Bank & Trust
Kentucky
$807K +$2K +55 +0.2%
LSPW
575
Lake Street Private Wealth
Illinois
$806K