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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 %
CL
551
CSS LLC
Illinois
$1.02M +$1.02M +26,200 New
GC
552
Garde Capital
Washington
$1.02M +$125K +3,209 +14%
GSEP
553
Golden State Equity Partners
California
$1.01M -$229K -5,879 -18%
GJIA
554
Glass Jacobson Investment Advisors
Maryland
$999K -$51.2K -1,312 -5%
RDWM
555
Red Door Wealth Management
Tennessee
$996K -$16.6K -425 -2%
ARIS
556
Advanced Research Investment Solutions
California
$992K -$91.5K -2,345 -8%
FCH
557
Freestone Capital Holdings
Washington
$991K +$8.24K +211 +0.8%
MIM
558
Macroview Investment Management
Maryland
$987K +$46.2K +1,184 +5%
GWM
559
Greenhouse Wealth Management
Connecticut
$984K
AAS
560
Ameritas Advisory Services
Nebraska
$979K -$664K -17,303 -40%
BBHC
561
Brown Brothers Harriman & Co
New York
$978K -$108K -2,774 -10%
BFPW
562
BOK Financial Private Wealth
Colorado
$978K -$1.39M -35,699 -59%
FFM
563
Forum Financial Management
Illinois
$977K -$111K -2,848 -10%
ACA
564
Atlas Capital Advisors
Wyoming
$976K
NPF
565
Norris Perne & French
Michigan
$970K -$1.29K -33 -0.1%
WANY
566
Wealthspire Advisors (New York)
New York
$965K -$8.82K -226 -0.9%
RCG
567
Regatta Capital Group
California
$961K -$50.5K -1,294 -5%
MF
568
Montis Financial
Massachusetts
$950K -$6.67K -171 -0.7%
JWCA
569
J.W. Coons Advisors
Ohio
$948K
WWM
570
Western Wealth Management
Colorado
$934K +$310K +7,930 +50%
VWM
571
Venturi Wealth Management
Texas
$933K
OFA
572
Oak Family Advisors
Illinois
$930K +$16.1K +412 +2%
MFG
573
Midwest Financial Group
Kansas
$929K +$2.54K +65 +0.3%
WCM
574
WealthBridge Capital Management
Ohio
$919K +$18.7K +480 +2%
TI
575
Tidal Investments
Wisconsin
$917K +$557K +14,262 +154%