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iShares Gold Trust

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
626
Edmond de Rothschild Holding
Switzerland
$618K -$289K -7,725 -32%
MG
627
Mather Group
Illinois
$616K -$140K -3,746 -19%
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$614K +$49.6K +1,327 +9%
MA
629
MONECO Advisors
Connecticut
$608K -$47.8K -1,280 -7%
MCM
630
Mill Capital Management
North Carolina
$607K
CA
631
Clearstead Advisors
Ohio
$603K -$6.47K -173 -1%
MSFS
632
Main Street Financial Solutions
Pennsylvania
$602K +$21.1K +565 +4%
NWM
633
Northcape Wealth Management
New York
$599K +$599K +16,035 New
PWP
634
Principle Wealth Partners
Connecticut
$598K
AWM
635
Aberdeen Wealth Management
Illinois
$595K +$14.9K +400 +3%
AWA
636
Arkadios Wealth Advisors
Georgia
$592K -$104K -2,792 -15%
IGWM
637
ICA Group Wealth Management
Colorado
$590K -$67.1K -1,795 -10%
JCM
638
Jacobi Capital Management
Pennsylvania
$587K +$39.3K +1,051 +7%
MC
639
Moors & Cabot
Massachusetts
$582K
WWA
640
WCG Wealth Advisors
Nevada
$581K -$45.2K -1,208 -7%
BFG
641
Bleakley Financial Group
New Jersey
$578K -$95.1K -2,546 -14%
ISL
642
Ingalls & Snyder LLC
New York
$576K -$6.54K -175 -1%
AWM
643
Avaii Wealth Management
Wisconsin
$568K -$185K -4,964 -25%
WIA
644
World Investment Advisors
California
$564K -$15.4K -412 -3%
HCA
645
Horan Capital Advisors
Ohio
$564K
SSWM
646
Sheets Smith Wealth Management
North Carolina
$561K +$187K +5,002 +50%
TFO
647
Tarbox Family Office
California
$561K
BWA
648
BDO Wealth Advisors
Florida
$553K
B
649
Bridgeworth
Alabama
$550K
AA
650
Auxano Advisors
Washington
$547K