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iShares Gold Trust

1,058 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 346 increasing their positions, 386 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+26
Holders Change %
+2.52%
% of All Funds
16.69%
Holding in Top 10
93
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.71%
% of All Funds
1.47%
New
87
Increased
346
Reduced
386
Closed
49
Calls
$191M
Puts
$151M
Net Calls
+$39.7M
Net Calls Change
-$98.7M
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
701
Level Four Advisory Services
Texas
$412K +$191K +5,251 +87%
VWA
702
V Wealth Advisors
Kansas
$411K
IIC
703
Integrated Investment Consultants
Michigan
$411K -$22.2K -609 -5%
LL
704
LWMG LLC
Minnesota
$410K -$117K -3,214 -22%
MW
705
MBL Wealth
North Carolina
$409K +$55.5K +1,525 +16%
GM
706
GeoWealth Management
Illinois
$409K +$98.9K +2,719 +32%
WRPWM
707
Werba Rubin Papier Wealth Management
California
$409K
CPA
708
Capital Planning Advisors
California
$407K
FPAS
709
Focus Partners Advisor Solutions
Missouri
$407K -$53.7K -1,475 -12%
AWM
710
Aprio Wealth Management
Georgia
$406K +$210K +5,773 +107%
FC
711
FCA Corp
Texas
$406K +$406K +11,149 New
SMWM
712
Silvia McColl Wealth Management
California
$403K
HW
713
Hancock Whitney
Mississippi
$401K
EWM
714
EPG Wealth Management
Georgia
$400K
ADL
715
Asset Dedication LLC
California
$400K
IWA
716
Inspirion Wealth Advisors
Illinois
$399K +$68.9K +1,893 +21%
NWM
717
NEIRG Wealth Management
Massachusetts
$398K
GBT
718
Grove Bank & Trust
Florida
$393K
BFO
719
Boston Family Office
Massachusetts
$392K -$54.6K -1,500 -12%
CRC
720
Catawba River Capital
South Carolina
$388K -$4.55K -125 -1%
VCM
721
Viewpoint Capital Management
Washington
$387K
RWP
722
RWA Wealth Partners
Massachusetts
$387K -$1.85M -50,942 -83%
PFA
723
Petra Financial Advisors
Colorado
$386K
AP
724
Appleton Partners
Massachusetts
$385K +$53.7K +1,475 +16%
ONB
725
Old National Bancorp
Indiana
$379K