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iShares Gold Trust

1,138 hedge funds and large institutions have $15.7B invested in iShares Gold Trust in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 343 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
16.5%
Holding in Top 10
111
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.78%
% of All Funds
1.61%
New
89
Increased
343
Reduced
465
Closed
73
Calls
$269M
Puts
$754M
Net Calls
-$485M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Shares
Change %
KF
676
KKM Financial
Illinois
$550K
GWM
677
GSB Wealth Management
Connecticut
$549K -$462 -11 -0.1%
RWMH
678
Riverpoint Wealth Management Holdings
Illinois
$549K
IAA
679
Independent Advisor Alliance
North Carolina
$549K -$75.8K -1,805 -12%
KCM
680
Kanawha Capital Management
Virginia
$543K -$275K -6,550 -34%
ISL
681
Ingalls & Snyder LLC
New York
$543K +$166K +3,946 +44%
WC
682
Whitney & Co
New York
$542K -$39.5K -940 -7%
AP
683
Appleton Partners
Massachusetts
$541K +$41.9K +997 +8%
CIA
684
Capital Investment Advisors
Georgia
$541K -$84.8K -2,018 -14%
GBT
685
Grove Bank & Trust
Florida
$541K
MCCP
686
Mission Creek Capital Partners
California
$539K -$176K -4,192 -25%
SPIS
687
Steward Partners Investment Solutions
Oregon
$539K +$8.74K +208 +2%
OHWP
688
Oak Harbor Wealth Partners
North Carolina
$537K
BW
689
Bison Wealth
Georgia
$534K -$66.4K -1,581 -11%
FMWA
690
Forvis Mazars Wealth Advisors
Missouri
$533K -$6.81K -162 -1%
FHB
691
First Hawaiian Bank
Hawaii
$528K -$678K -16,142 -56%
NWM
692
Northcape Wealth Management
New York
$527K -$126K -3,000 -19%
TG
693
TCW Group
California
$526K +$526K +12,525 New
CB
694
Community Bank
New York
$525K +$420 +10 +0.1%
SIAM
695
Sterling Investment Advisors (Missouri)
Missouri
$525K -$8.99K -214 -2%
MG
696
Mather Group
Illinois
$525K -$1.76K -45 -0.3%
VWM
697
Venturi Wealth Management
Texas
$524K -$480K -11,429 -48%
BFG
698
Bleakley Financial Group
New Jersey
$522K -$60.8K -1,448 -10%
HCC
699
Hirtle Callaghan & Co
Pennsylvania
$521K -$430K -10,247 -45%
WFO
700
Wealthgate Family Office
Colorado
$517K