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iShares Gold Trust

1,396 hedge funds and large institutions have $18.4B invested in iShares Gold Trust in 2024 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 495 increasing their positions, 382 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+178
Holders Change %
+14.61%
% of All Funds
18.58%
Holding in Top 10
124
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.15%
% of All Funds
1.65%
New
254
Increased
495
Reduced
382
Closed
46
Calls
$297M
Puts
$1.18B
Net Calls
-$886M
Net Calls Change
-$9.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SG
651
Sharper & Granite
California
$1.17M +$684K +13,810 +139%
JWCA
652
J.W. Coons Advisors
Ohio
$1.17M +$990 +20 +0.1%
EWA
653
EP Wealth Advisors
California
$1.17M +$343K +6,919 +41%
BWM
654
BCGM Wealth Management
Indiana
$1.16M +$1.16M +23,373 New
SWC
655
Spectrum Wealth Counsel
Indiana
$1.16M +$1.05M +21,186 +977%
HCM
656
Hutchinson Capital Management
California
$1.15M
First Trust Advisors
657
First Trust Advisors
Illinois
$1.14M +$305K +6,164 +36%
RBWA
658
RFG - Bristol Wealth Advisors
Massachusetts
$1.12M +$1.12M +22,710 New
TC
659
TAP Consulting
Missouri
$1.12M +$65.6K +1,324 +6%
ST
660
Sageworth Trust
Pennsylvania
$1.11M
IA
661
IFG Advisory
Georgia
$1.11M +$160K +3,236 +17%
QCM
662
Quantinno Capital Management
New York
$1.11M +$126K +2,543 +13%
TCM
663
Tradewinds Capital Management
Washington
$1.11M -$16.7M -337,857 -94%
SB
664
Simmons Bank
Arkansas
$1.11M -$23.5K -475 -2%
MFG
665
Midwest Financial Group
Kansas
$1.1M +$9.16K +185 +0.8%
Luther King Capital Management (LKCM)
666
Luther King Capital Management (LKCM)
Texas
$1.1M -$1.06M
S
667
SignatureFD
Georgia
$1.1M
GSEP
668
Golden State Equity Partners
California
$1.1M +$1.1M +22,152 New
SWP
669
ShoreHaven Wealth Partners
New Jersey
$1.1M +$1.1M +22,149 New
BWM
670
Blossom Wealth Management
California
$1.09M -$138K -2,786 -11%
JWBC
671
J.W. Burns & Co
New York
$1.09M +$2.72K +55 +0.3%
SFS
672
Sharp Financial Services
Pennsylvania
$1.09M +$132K +2,669 +14%
SWM
673
Spire Wealth Management
Virginia
$1.09M +$326K +6,591 +43%
TNAM
674
Terra Nova Asset Management
New York
$1.08M
WAP
675
Wealthcare Advisory Partners
Pennsylvania
$1.07M +$17.7K +357 +2%