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iShares Gold Trust

949 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 353 increasing their positions, 342 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
949
Holders Change
-17
Holders Change %
-1.76%
% of All Funds
16.71%
Holding in Top 10
101
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-15.83%
% of All Funds
1.78%
New
83
Increased
353
Reduced
342
Closed
90
Calls
$6.99M
Puts
$10M
Net Calls
-$3.05M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
651
Schwartz Investment Counsel
Michigan
$324K -$325K -10,000 -50%
HWA
652
Hillcrest Wealth Advisors
New Jersey
$324K +$153K +4,700 +90%
CIA
653
Compass Ion Advisors
Pennsylvania
$323K -$48.2K -1,483 -13%
AIC
654
Ameritas Investment Company
Nebraska
$318K -$148K -4,543 -32%
MCM
655
Murphy Capital Management
New Jersey
$317K -$43.8K -1,350 -12%
MWC
656
MKD Wealth Coaches
Michigan
$316K -$2.82M -86,750 -90%
TC
657
TownSquare Capital
Utah
$315K -$171K -5,263 -35%
JCM
658
Jacobi Capital Management
Pennsylvania
$315K +$49.2K +1,514 +19%
QPWM
659
Quadrant Private Wealth Management
Pennsylvania
$310K
NB
660
Northwest Bancshares
Pennsylvania
$307K -$163K -5,008 -35%
NEIRG
661
New England Investment & Retirement Group
Massachusetts
$307K +$307K +9,445 New
MCCP
662
Mission Creek Capital Partners
California
$304K
FTC
663
Farmers Trust Company
Ohio
$303K -$5.31K -163 -2%
RWA
664
Redhawk Wealth Advisors
Minnesota
$302K -$20K -616 -6%
AssetMark Inc
665
AssetMark Inc
California
$301K -$46.5K -1,433 -13%
ACA
666
Ackerman Capital Advisors
Texas
$301K +$83.4K +2,562 +38%
MW
667
MBL Wealth
North Carolina
$301K +$301K +9,250 New
CA
668
CGN Advisors
Kansas
$300K -$98.9K -3,041 -25%
SVWAG
669
Sound View Wealth Advisors Group
Georgia
$300K
PWA
670
Phoenix Wealth Advisors
North Carolina
$300K +$9.28K +282 +3%
LPT
671
Legacy Private Trust
Wisconsin
$297K
JPLA
672
Joseph P. Lucia & Associates
New York
$294K -$110K -3,377 -27%
BS
673
Boenning & Scattergood
Pennsylvania
$293K +$130K +4,000 +80%
CL
674
Choreo LLC
Illinois
$292K -$137K -4,208 -32%
DY
675
Dowling & Yahnke
California
$291K +$56.2K +1,725 +24%