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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 %
LWM
676
Liberty Wealth Management
California
$589K -$1.9M -32,068 -76%
HCA
677
Horan Capital Advisors
Ohio
$589K
AA
678
Auxano Advisors
Washington
$588K +$58.4K +1,495 +11%
TNA
679
True North Advisors
Texas
$586K +$37.9K +970 +7%
TFO
680
Tarbox Family Office
California
$585K
AWM
681
Aberdeen Wealth Management
Illinois
$582K -$39K -1,000 -6%
CIA
682
Capital Investment Advisors
Georgia
$581K +$27.3K +699 +5%
MCP
683
Mirador Capital Partners
California
$580K +$5.93K +152 +1%
IAA
684
Independent Advisor Alliance
North Carolina
$580K +$26.7K +683 +5%
ACIM
685
Azimuth Capital Investment Management
Michigan
$577K +$117K +3,000 +25%
GBWM
686
Granite Bay Wealth Management
New Hampshire
$568K
MW
687
Maia Wealth
Colorado
$566K +$566K +14,505 New
WSTAM
688
Wilbanks Smith & Thomas Asset Management
Virginia
$565K -$15.1K -387 -3%
EIP
689
Ellis Investment Partners
Pennsylvania
$561K +$13.3K +340 +2%
IGWM
690
ICA Group Wealth Management
Colorado
$559K -$81.9K -2,099 -13%
BFEC
691
Benjamin F. Edwards & Company
Missouri
$558K +$22.6K +579 +4%
BW
692
Bison Wealth
Georgia
$558K -$113K -2,894 -17%
NL
693
NWAM LLC
Washington
$554K +$101K +2,586 +22%
AWA
694
Authentikos Wealth Advisory
California
$551K -$252K -6,468 -31%
FMII
695
Farmers & Merchants Investments Inc
Nebraska
$551K
AIM
696
Access Investment Management
Georgia
$548K +$548K +14,052 New
SFA
697
Sequoia Financial Advisors
Ohio
$544K +$544K +13,950 New
BFG
698
Bleakley Financial Group
New Jersey
$542K +$12.6K +323 +2%
WC
699
Whitney & Co
New York
$541K +$10.8K +277 +2%
EWA
700
Encompass Wealth Advisors
Oregon
$540K