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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 %
MA
701
MONECO Advisors
Connecticut
$536K -$98K -2,512 -15%
CIM
702
Confluence Investment Management
Missouri
$533K +$42.7K +1,093 +9%
SW
703
SlateStone Wealth
Florida
$532K -$951K -24,383 -64%
BRIA
704
Balanced Rock Investment Advisors
Massachusetts
$527K +$527K +13,491 New
MG
705
Mather Group
Illinois
$526K -$60.7K -1,554 -10%
CF
706
Clarity Financial
Texas
$518K -$242K -6,191 -32%
SWA
707
Stratos Wealth Advisors
Ohio
$515K +$515K +13,189 New
WIA
708
World Investment Advisors
California
$513K +$5.66K +145 +1%
KF
709
KKM Financial
Illinois
$511K +$511K +13,090 New
GWM
710
GSB Wealth Management
Connecticut
$511K +$62.4K +1,600 +14%
RWMH
711
Riverpoint Wealth Management Holdings
Illinois
$510K
MGIA
712
Moneta Group Investment Advisors
Missouri
$507K +$234K +6,003 +86%
GBT
713
Grove Bank & Trust
Florida
$502K +$17.3K +443 +4%
FMWA
714
Forvis Mazars Wealth Advisors
Missouri
$501K
CCWA
715
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$500K -$2.85K -73 -0.6%
OHWP
716
Oak Harbor Wealth Partners
North Carolina
$499K -$9.64K -247 -2%
FPAS
717
Focus Partners Advisor Solutions
Missouri
$498K +$28.9K +740 +6%
JIP
718
Jaffetilchin Investment Partners
Florida
$497K -$3.12K -80 -0.6%
SIAM
719
Sterling Investment Advisors (Missouri)
Missouri
$496K -$11K -282 -2%
CCFM
720
Clear Creek Financial Management
Washington
$494K +$494K +12,646 New
SPIS
721
Steward Partners Investment Solutions
Oregon
$493K +$493K +12,631 New
ML
722
McAdam LLC
Pennsylvania
$492K -$177K -4,531 -26%
CT
723
Colonial Trust
South Carolina
$491K +$141K +3,613 +40%
CB
724
Community Bank
New York
$488K -$3.15M -80,762 -87%
AWA
725
Arkadios Wealth Advisors
Georgia
$481K +$37.5K +962 +8%