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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 %
HGA
626
Hobbs Group Advisors
South Carolina
$745K +$745K +19,082 New
Bank of Nova Scotia
627
Bank of Nova Scotia
Ontario, Canada
$742K -$96.1K -2,461 -11%
WQ
628
Wealth Quarterback
New Jersey
$735K -$155K -3,977 -17%
HDIM
629
Hanson & Doremus Investment Management
Vermont
$729K -$26.7K -683 -4%
AC
630
AlphaCore Capital
California
$728K
SSWM
631
Sheets Smith Wealth Management
North Carolina
$722K -$40.7K -1,044 -5%
CPA
632
Cardiff Park Advisors
California
$718K
MWA
633
Muirfield Wealth Advisors
North Carolina
$717K +$717K +18,383 New
EWA
634
EP Wealth Advisors
California
$717K -$40.1K -1,027 -5%
PFM
635
Phillips Financial Management
Indiana
$713K +$19K +486 +3%
SFC
636
Strategic Financial Concepts
Texas
$713K -$37K -947 -5%
MFG
637
Merit Financial Group
Georgia
$711K +$374K +9,592 +111%
NFG
638
Nations Financial Group
Iowa
$711K -$27.8K -713 -4%
IA
639
IFG Advisory
Georgia
$710K +$53.1K +1,360 +8%
Kayne Anderson Rudnick Investment Management
640
Kayne Anderson Rudnick Investment Management
California
$706K +$29K +742 +4%
ACM
641
Andina Capital Management
Utah
$703K +$703K +18,009 New
FPCP
642
Fort Point Capital Partners
California
$692K -$8.16K -209 -1%
FNT
643
First National Trust
Pennsylvania
$683K -$85.8K -2,198 -11%
WMA
644
Wealth Management Associates
New Jersey
$681K -$7.22K -185 -1%
FFA
645
Farther Finance Advisors
California
$680K +$463K +11,861 +214%
MFA
646
Mayflower Financial Advisors
Massachusetts
$679K
RAM
647
Riggs Asset Management
Pennsylvania
$677K +$125K +3,191 +23%
WFAG
648
Wescott Financial Advisory Group
Pennsylvania
$674K
AF
649
Apexium Financial
Texas
$673K +$673K +17,246 New
NS
650
NBC Securities
Alabama
$671K