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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 %
CLOS
601
Compagnie Lombard Odier SCmA
Switzerland
$813K +$102K +2,429 +14%
DL
602
DOHJ LLC
Washington
$808K -$27.4K -652 -3%
KWA
603
Kingswood Wealth Advisors
California
$799K -$21.8K -520 -3%
IA
604
IFG Advisory
Georgia
$799K +$35K +832 +5%
SSWM
605
Sheets Smith Wealth Management
North Carolina
$796K +$19K +453 +2%
CFP
606
Cascade Financial Partners
California
$795K +$795K +17,942 New
NFP
607
Narus Financial Partners
Utah
$795K -$14.2K -338 -2%
TC
608
TAP Consulting
Missouri
$791K +$791K +18,822 New
WMA
609
Wealth Management Associates
New Jersey
$788K +$21.2K +483 +3%
SOS
610
Silver Oak Securities
Tennessee
$785K -$2.53M -60,105 -76%
EWA
611
EP Wealth Advisors
California
$783K +$11K +262 +1%
SFC
612
Strategic Financial Concepts
Texas
$783K +$15.8K +377 +2%
FPCP
613
Fort Point Capital Partners
California
$777K +$31.3K +746 +4%
CPA
614
Cardiff Park Advisors
California
$773K
PFM
615
Phillips Financial Management
Indiana
$767K
WAP
616
Wealthcare Advisory Partners
Pennsylvania
$764K -$82.3K -1,958 -10%
Natixis Advisors
617
Natixis Advisors
Massachusetts
$760K -$188K -4,479 -20%
KCM
618
Kornitzer Capital Management
Kansas
$760K +$50.9K +1,212 +7%
NRI
619
NFP Retirement Inc
California
$751K +$751K +17,880 New
Bank of Nova Scotia
620
Bank of Nova Scotia
Ontario, Canada
$742K -$56.7K -1,349 -7%
CA
621
Clearstead Advisors
Ohio
$742K -$16.6K -376 -2%
WAM
622
Worth Asset Management
Texas
$735K +$735K +17,497 New
FNT
623
First National Trust
Pennsylvania
$733K -$2.69K -64 -0.4%
MFA
624
Mayflower Financial Advisors
Massachusetts
$731K
CAMG
625
CWA Asset Management Group
Florida
$727K -$77.2K -1,837 -10%