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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 %
DC
576
Davenport & Co
Virginia
$910K -$58.9K -1,508 -6%
PTC
577
Private Trust Company
Ohio
$896K -$11.8K -303 -1%
CCM
578
Coldstream Capital Management
Washington
$895K -$1.44K -37 -0.2%
LSAG
579
Lake Street Advisors Group
New Hampshire
$892K -$1.33K -34 -0.1%
CFO
580
Colony Family Offices
North Carolina
$892K
RIA
581
Regal Investment Advisors
Michigan
$890K +$396K +10,158 +80%
EWM
582
Empirical Wealth Management
Washington
$889K -$126K -3,229 -12%
HCC
583
Hirtle Callaghan & Co
Pennsylvania
$884K -$414K -10,601 -32%
CW
584
CreativeOne Wealth
Kansas
$882K +$61K +1,564 +7%
BCA
585
Bay Colony Advisors
Massachusetts
$881K +$501K +12,847 +132%
Natixis Advisors
586
Natixis Advisors
Massachusetts
$880K +$4.02K +103 +0.5%
FM
587
Family Management
New York
$879K
WDC
588
Woodward Diversified Capital
California
$872K -$91.3K -2,340 -9%
KA
589
Kovack Advisors
Florida
$867K +$345K +8,828 +66%
DA
590
Doliver Advisors
Texas
$866K -$20.2K -517 -2%
SYBT
591
Stock Yards Bank & Trust
Kentucky
$865K -$24.9K -638 -3%
FFB
592
First Financial Bankshares
Texas
$863K +$863K +22,120 New
SWP
593
Strategic Wealth Partners
Ohio
$862K +$17.2K +440 +2%
AWM
594
Aprio Wealth Management
Georgia
$859K +$219K +5,615 +34%
AFP
595
Alpha Financial Partners
Kentucky
$856K -$16.3K -418 -2%
TNAM
596
Terra Nova Asset Management
New York
$850K
EW
597
Evoke Wealth
California
$847K -$7.09M -181,744 -89%
WFAG
598
Worth Financial Advisory Group
North Carolina
$846K +$8.59K +220 +1%
WCA
599
Westover Capital Advisors
Delaware
$844K +$523K +13,391 +163%
LSPW
600
Lake Street Private Wealth
Illinois
$835K -$33.4K -857 -4%