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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 %
BMCM
701
Bryn Mawr Capital Management
Pennsylvania
$514K +$130K +5,130 +34%
MC
702
Moors & Cabot
Massachusetts
$511K +$15.2K +362 +3%
PWA
703
Phoenix Wealth Advisors
North Carolina
$510K +$7.65K +182 +2%
AFO
704
Arrowroot Family Office
California
$509K +$12.5K +297 +3%
PP
705
PDS Planning
Ohio
$507K -$3.7K -88 -0.7%
CC
706
Callan Capital
California
$505K
KWM
707
Keebeck Wealth Management
Illinois
$505K
SC
708
Savant Capital
Illinois
$505K -$383K -9,110 -43%
AWA
709
Arkadios Wealth Advisors
Georgia
$505K -$12.6K -300 -2%
IGWM
710
ICA Group Wealth Management
Colorado
$505K -$97.5K -2,320 -16%
MW
711
MBL Wealth
North Carolina
$504K +$4.2K +100 +0.8%
SPA
712
Sentinel Pension Advisors
Massachusetts
$502K -$138K -3,286 -22%
EFS
713
Essex Financial Services
Connecticut
$500K +$546 +13 +0.1%
TNBTD
714
Trustmark National Bank Trust Department
Mississippi
$496K
PA
715
Pinnacle Associates
New York
$496K +$8.44K +201 +2%
WDC
716
Woodward Diversified Capital
California
$491K -$447K -10,646 -48%
IWN
717
Independent Wealth Network
Iowa
$490K -$27K -643 -5%
SMWM
718
Silvia McColl Wealth Management
California
$488K
EDRH
719
Edmond de Rothschild Holding
Switzerland
$486K -$208K -4,950 -30%
SFS
720
Sharp Financial Services
Pennsylvania
$480K +$135K +3,212 +39%
CT
721
Colonial Trust
South Carolina
$478K -$50.1K -1,192 -9%
MFWP
722
Mosaic Family Wealth Partners
Missouri
$473K
WRPWM
723
Werba Rubin Papier Wealth Management
California
$473K
WAS
724
Winch Advisory Services
Wisconsin
$470K -$1.5M -35,763 -76%
FFB
725
First Financial Bankshares
Texas
$464K -$466K -11,083 -50%