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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 %
AFP
576
Alpha Financial Partners
Kentucky
$901K -$20.1K -478 -2%
DA
577
Doliver Advisors
Texas
$899K -$33.6K -800 -4%
LSPW
578
Lake Street Private Wealth
Illinois
$899K
PC
579
Port Capital
Illinois
$897K
SWM
580
Spire Wealth Management
Virginia
$894K +$10.8K +257 +1%
WIM
581
Westside Investment Management
California
$894K
PTC
582
Private Trust Company
Ohio
$894K -$70.8K -1,685 -7%
SYBT
583
Stock Yards Bank & Trust
Kentucky
$889K -$42K -1,000 -5%
BFPW
584
BOK Financial Private Wealth
Colorado
$886K -$166K -3,951 -16%
ACIM
585
Azimuth Capital Investment Management
Michigan
$871K +$250K +5,951 +40%
KA
586
Kovack Advisors
Florida
$862K -$71.2K -1,696 -8%
LCAM
587
London & Capital Asset Management
United Kingdom
$855K -$546K -12,996 -39%
AA
588
Auxano Advisors
Washington
$852K +$219K +5,213 +35%
HH
589
Hilltop Holdings
Texas
$845K -$8.65K -206 -1%
S
590
SignatureFD
Georgia
$844K -$362K -8,618 -30%
AC
591
Avory & Company
Florida
$840K
OSAM
592
O'Shaughnessy Asset Management
Connecticut
$840K +$840K +19,995 New
NW
593
NewEdge Wealth
Pennsylvania
$837K +$487K +11,184 +139%
BCPWM
594
Bradley & Co Private Wealth Management
Florida
$835K -$2.27K -54 -0.3%
BFA
595
Bright Financial Advisors
Michigan
$833K +$833K +18,978 New
Lazard Asset Management
596
Lazard Asset Management
New York
$833K
WQ
597
Wealth Quarterback
New Jersey
$822K +$31.2K +742 +4%
MFG
598
Merit Financial Group
Georgia
$820K +$27K +620 +3%
PPP
599
Private Portfolio Partners
New Jersey
$819K -$16.8K -400 -2%
RA
600
RFG Advisory
Alabama
$814K -$1.97M -47,006 -71%