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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
16.72%
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 %
Mariner
51
Mariner
Kansas
$46M +$5.14M +131,701 +13%
AG
52
AlTi Global
New York
$46M +$46M +1,178,817 New
CAM
53
Cresset Asset Management
Illinois
$42.5M -$21.3M -546,643 -33%
Truist Financial
54
Truist Financial
North Carolina
$42.3M +$3.14M +80,327 +8%
BIAS
55
Beacon Investment Advisory Services
New Jersey
$41.2M -$388K -9,941 -0.9%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$40.7M +$1.76M +45,062 +5%
Corient Private Wealth
57
Corient Private Wealth
Florida
$38.4M +$4.23M +108,350 +12%
AWM
58
Axxcess Wealth Management
California
$37M -$6.25M -160,201 -14%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$36.9M -$11.6M -296,956 -24%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$36.7M -$506K -12,965 -1%
MSL
61
Mackay Shields LLC
New York
$36.3M
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$36.1M -$5.09M -130,353 -12%
CAAS
63
Capital Asset Advisory Services
Michigan
$34.2M -$3.63M -93,113 -10%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$33.9M -$6.09M -155,946 -15%
SC
65
Syon Capital
California
$33.7M +$19.4M +496,180 +135%
OA
66
Oxbow Advisors
Texas
$32.8M -$232K -5,955 -0.7%
MML Investors Services
67
MML Investors Services
Massachusetts
$31.6M -$1.77M -45,281 -5%
GG
68
GenWealth Group
New Jersey
$31.5M -$610K -15,623 -2%
Creative Planning
69
Creative Planning
Kansas
$31.5M -$233K -5,959 -0.7%
CWM
70
Circle Wealth Management
New Jersey
$30.9M +$24M +615,035 +347%
GCM
71
Gladius Capital Management
Illinois
$29.4M
EWA
72
EverSource Wealth Advisors
Alabama
$28.8M +$11.7M +300,497 +69%
EH
73
Equitable Holdings
New York
$27M -$1.11M -28,535 -4%
EWM
74
Evercore Wealth Management
New York
$26.8M +$148K +3,789 +0.6%
NCM
75
Narwhal Capital Management
Georgia
$25.7M -$11.4K -291 -0%