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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 %
PC
601
Port Capital
Illinois
$833K
BWM
602
Blossom Wealth Management
California
$832K +$29K +742 +4%
WIM
603
Westside Investment Management
California
$830K -$59K -1,512 -7%
GI
604
Glovista Investments
New Jersey
$828K -$216K -5,528 -21%
TPCW
605
TD Private Client Wealth
New York
$826K -$28.6K -734 -3%
CS
606
Credit Suisse
Switzerland
$825K -$157K -4,011 -16%
SC
607
Savant Capital
Illinois
$825K +$325K +8,315 +65%
PA
608
PFG Advisors
Arizona
$818K +$29.4K +754 +4%
Carson Wealth (CWM LLC)
609
Carson Wealth (CWM LLC)
Nebraska
$817K +$69.4K +1,779 +9%
SWM
610
Spire Wealth Management
Virginia
$807K -$24.8K -645 -3%
IPW
611
Inlet Private Wealth
Florida
$800K +$800K +20,498 New
HH
612
Hilltop Holdings
Texas
$793K -$62.1K -1,591 -7%
MAA
613
Mraz Amerine & Associates
California
$793K
WAP
614
Wealthcare Advisory Partners
Pennsylvania
$787K +$79.1K +2,026 +11%
SCA
615
Snowden Capital Advisors
New York
$785K +$8.31K +213 +1%
AC
616
Avory & Company
Florida
$781K +$429K +11,000 +122%
BCPWM
617
Bradley & Co Private Wealth Management
Florida
$778K +$2.11K +54 +0.3%
PPP
618
Private Portfolio Partners
New Jersey
$777K -$16.2K -416 -2%
DL
619
DOHJ LLC
Washington
$776K -$184K -4,722 -19%
Lazard Asset Management
620
Lazard Asset Management
New York
$774K -$456K -11,700 -37%
KWA
621
Kingswood Wealth Advisors
California
$762K +$511K +13,101 +204%
KCM
622
Kanawha Capital Management
Virginia
$760K +$2.69K +69 +0.4%
UCFA
623
United Capital Financial Advisors
Texas
$757K -$435K -11,146 -37%
NFP
624
Narus Financial Partners
Utah
$751K -$61.3K -1,571 -8%
CAMG
625
CWA Asset Management Group
Florida
$747K -$51.3K -1,314 -6%