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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 %
CA
601
Clearstead Advisors
Ohio
$683K +$96.1K +2,640 +16%
BIA
602
Benchmark Investment Advisors
Illinois
$682K -$279K -7,656 -29%
CIM
603
Confluence Investment Management
Missouri
$681K -$106K -2,913 -13%
Carson Wealth (CWM LLC)
604
Carson Wealth (CWM LLC)
Nebraska
$679K +$23.8K +654 +4%
AT
605
American Trust
Kentucky
$675K +$5.86K +161 +0.9%
SFC
606
Strategic Financial Concepts
Texas
$675K -$46.4K -1,276 -6%
TNA
607
True North Advisors
Texas
$664K
TGAM
608
TBH Global Asset Management
Tennessee
$651K -$13.4K -368 -2%
AC
609
AlphaCore Capital
California
$651K +$651K +17,893 New
MSFS
610
Main Street Financial Solutions
Pennsylvania
$641K +$54.3K +1,492 +9%
WFAG
611
Wescott Financial Advisory Group
Pennsylvania
$636K
MFA
612
Mayflower Financial Advisors
Massachusetts
$634K
Kayne Anderson Rudnick Investment Management
613
Kayne Anderson Rudnick Investment Management
California
$628K
MCCP
614
Mission Creek Capital Partners
California
$626K +$2.84K +78 +0.5%
NL
615
NWAM LLC
Washington
$626K -$47.5K -1,304 -7%
SCI
616
S&CO Inc
Massachusetts
$624K
WWM
617
Western Wealth Management
Colorado
$624K -$59.1K -1,625 -9%
SIA
618
SkyView Investment Advisors
New Jersey
$620K
IGWM
619
ICA Group Wealth Management
Colorado
$620K +$45.6K +1,252 +8%
IA
620
IFG Advisory
Georgia
$618K +$11.9K +327 +2%
VAS
621
Valicenti Advisory Services
New York
$618K
MCP
622
Mirador Capital Partners
California
$617K +$199K +5,471 +48%
WWA
623
WCG Wealth Advisors
Nevada
$616K +$51K +1,403 +9%
MG
624
Mather Group
Illinois
$613K +$12.5K +343 +2%
MCCA
625
Mill Creek Capital Advisors
Pennsylvania
$612K -$1.41M -38,630 -70%