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iShares Gold Trust

1,396 hedge funds and large institutions have $18.4B invested in iShares Gold Trust in 2024 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 495 increasing their positions, 382 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+178
Holders Change %
+14.61%
% of All Funds
18.58%
Holding in Top 10
124
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.15%
% of All Funds
1.65%
New
254
Increased
495
Reduced
382
Closed
46
Calls
$297M
Puts
$1.18B
Net Calls
-$886M
Net Calls Change
-$9.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Kayne Anderson Rudnick Investment Management
726
Kayne Anderson Rudnick Investment Management
California
$909K +$88.7K +1,800 +11%
AQR Capital Management
727
AQR Capital Management
Connecticut
$907K +$178K +3,597 +24%
BFA
728
Bright Financial Advisors
Michigan
$905K -$21.1K -426 -2%
ANBT
729
American National Bank & Trust
Texas
$904K +$210K +4,250 +30%
SSWM
730
Sheets Smith Wealth Management
North Carolina
$902K
CAG
731
Csenge Advisory Group
Florida
$897K +$481K +9,710 +116%
DAS
732
Dynamic Advisor Solutions
Arizona
$897K +$31.2K +631 +4%
YDMI
733
Y.D. More Investments
Israel
$891K
SWM
734
SigFig Wealth Management
California
$889K +$889K +18,054 New
SFA
735
Sequoia Financial Advisors
Ohio
$886K +$332K +6,707 +60%
MFA
736
Mayflower Financial Advisors
Massachusetts
$886K +$24.6K +497 +3%
C
737
Certuity
Florida
$885K -$135K -2,723 -13%
AWM
738
Avaii Wealth Management
Wisconsin
$882K +$148K +2,993 +20%
HGA
739
Hobbs Group Advisors
South Carolina
$880K -$198 -4 -0%
SMWM
740
Silvia McColl Wealth Management
California
$878K +$330K +6,670 +60%
PFM
741
Phillips Financial Management
Indiana
$874K
VAM
742
Verity Asset Management
North Carolina
$874K -$148K -2,980 -14%
FCH
743
Freestone Capital Holdings
Washington
$872K -$474K -9,573 -35%
GWM
744
Global Wealth Management
New Jersey
$867K +$867K +17,513 New
CC
745
Courier Capital
New York
$864K +$864K +17,451 New
FNT
746
First National Trust
Pennsylvania
$864K
VFA
747
Valeo Financial Advisors
Indiana
$857K +$18.7K +377 +2%
IAA
748
Independent Advisor Alliance
North Carolina
$857K +$147K +2,968 +21%
SCTC
749
Sanibel Captiva Trust Company
Florida
$857K
TVM
750
True Vision MN
Minnesota
$855K +$855K +17,266 New