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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 %
WANY
551
Wealthspire Advisors (New York)
New York
$1.04M -$1.72K -41 -0.2%
EWM
552
Empirical Wealth Management
Washington
$1.03M +$76.9K +1,830 +8%
NPF
553
Norris Perne & French
Michigan
$1.03M -$11.1K -264 -1%
RCG
554
Regatta Capital Group
California
$1.03M -$2.02K -48 -0.2%
PI
555
PFG Investments
New York
$1.02M +$568K +13,521 +127%
GJIA
556
Glass Jacobson Investment Advisors
Maryland
$1.01M -$60.7K -1,446 -6%
WCM
557
WealthBridge Capital Management
Ohio
$1.01M +$18.9K +450 +2%
MFG
558
Midwest Financial Group
Kansas
$991K -$8.61K -205 -0.9%
RIA
559
Regal Investment Advisors
Michigan
$988K +$29.9K +711 +3%
JWCA
560
J.W. Coons Advisors
Ohio
$987K -$33.6K -800 -3%
LSAG
561
Lake Street Advisors Group
New Hampshire
$961K
CFO
562
Colony Family Offices
North Carolina
$960K
BAG
563
Bridgewealth Advisory Group
California
$955K -$419K -9,985 -31%
FM
564
Family Management
New York
$947K
IFA
565
Interactive Financial Advisors
Illinois
$944K +$944K +22,463 New
TPCW
566
TD Private Client Wealth
New York
$927K +$37.7K +897 +4%
JWBC
567
J.W. Burns & Co
New York
$922K -$275K -6,550 -23%
WFAG
568
Worth Financial Advisory Group
North Carolina
$920K +$8.74K +208 +1%
TNAM
569
Terra Nova Asset Management
New York
$914K
CWAG
570
Compton Wealth Advisory Group
Virginia
$909K +$909K +21,630 New
MAA
571
Mraz Amerine & Associates
California
$908K +$54.6K +1,300 +6%
BAM
572
Belpointe Asset Management
Nevada
$905K -$1.08M -25,657 -54%
BWM
573
Blossom Wealth Management
California
$904K +$8.74K +208 +1%
CCA
574
Cadent Capital Advisors
Oklahoma
$904K -$446K -10,614 -33%
PA
575
PFG Advisors
Arizona
$903K +$22.2K +528 +3%