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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 %
HW
726
Hancock Whitney
Mississippi
$463K
WPA
727
West Paces Advisors
Georgia
$463K
EWM
728
EPG Wealth Management
Georgia
$462K
DFA
729
Davies Financial Advisors
California
$460K +$460K +10,941 New
AWA
730
Arete Wealth Advisors
Illinois
$459K +$28K +667 +7%
DC
731
Davenport & Co
Virginia
$457K -$522K -12,435 -53%
GIA
732
Gladstone Institutional Advisory
Florida
$455K -$186K -4,421 -29%
BWL
733
Bogart Wealth LLC
Virginia
$453K +$126K +3,000 +39%
MWM
734
Mission Wealth Management
California
$453K +$453K +10,786 New
ADL
735
Asset Dedication LLC
California
$452K -$23.1K -549 -5%
BDF
736
Black Diamond Financial
Maryland
$447K
CPA
737
Capital Planning Advisors
California
$447K -$11.3K -270 -2%
VCM
738
Viewpoint Capital Management
Washington
$447K
PFA
739
Petra Financial Advisors
Colorado
$446K +$126 +3 +0%
CA
740
CoreCap Advisors
Michigan
$442K +$442K +10,527 New
Betterment LLC
741
Betterment LLC
New York
$441K +$60.7K +1,445 +16%
PS
742
Principal Securities
Iowa
$441K +$47.1K +1,122 +12%
Charles Schwab
743
Charles Schwab
California
$433K -$254M -6,049,905 -100%
RWA
744
Redhawk Wealth Advisors
Minnesota
$432K -$46K -1,096 -10%
CIS
745
Custom Index Systems
New York
$430K +$430K +10,235 New
TWM
746
Tradition Wealth Management
Minnesota
$430K -$28.9K -689 -6%
PFA
747
Pettinga Financial Advisors
Indiana
$430K +$10.3K +245 +2%
ML
748
McAdam LLC
Pennsylvania
$428K -$101K -2,410 -19%
IWA
749
Inspirion Wealth Advisors
Illinois
$428K
MAWAG
750
Mid-American Wealth Advisory Group
Missouri
$428K -$56.6K -1,347 -12%