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iShares Gold Trust

1,058 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 346 increasing their positions, 386 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+26
Holders Change %
+2.52%
% of All Funds
16.69%
Holding in Top 10
93
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.71%
% of All Funds
1.47%
New
87
Increased
346
Reduced
386
Closed
49
Calls
$191M
Puts
$151M
Net Calls
+$39.7M
Net Calls Change
-$98.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
751
Callan Capital
California
$335K
VA
752
Valmark Advisers
Ohio
$334K -$57.7K -1,586 -15%
ESB
753
Essex Savings Bank
Connecticut
$334K
CFGS
754
Concourse Financial Group Securities
Alabama
$334K -$61.5K -1,689 -16%
PWMAG
755
Pinnacle Wealth Management Advisory Group
New Jersey
$334K -$12.9K -355 -4%
VCM
756
Virtue Capital Management
Tennessee
$333K -$118K -3,248 -26%
BCP
757
Berkeley Capital Partners
Georgia
$333K +$1.82K +50 +0.5%
FANJ
758
Financial Architects (New Jersey)
New Jersey
$332K +$332K +9,120 New
QPWM
759
Quadrant Private Wealth Management
Pennsylvania
$331K -$15.5K -425 -4%
PP
760
Patten & Patten
Tennessee
$331K +$8.22K +226 +3%
SIS
761
Strategic Investment Solutions
Illinois
$330K -$1.29M -34,411 -80%
DSN
762
D. Scott Neal
Kentucky
$329K +$63.6K +1,748 +24%
AC
763
Avory & Company
Florida
$328K
BOPW
764
Brandywine Oak Private Wealth
Pennsylvania
$328K
EWM
765
Endowment Wealth Management
Wisconsin
$327K +$1.06K +29 +0.3%
GIA
766
Gladstone Institutional Advisory
Florida
$327K -$7.06K -194 -2%
VAG
767
VisionPoint Advisory Group
Texas
$327K +$69.5K +1,911 +27%
SW
768
Solidarity Wealth
Utah
$326K
HKAM
769
Horizon Kinetics Asset Management
New York
$325K -$57.9K -1,590 -15%
CSIC
770
Clifford Swan Investment Counsel
California
$325K
WCA
771
Waypoint Capital Advisors
Minnesota
$324K
CNB
772
Camden National Bank
Maine
$322K +$103K +2,829 +47%
WCA
773
Westover Capital Advisors
Delaware
$320K +$29.1K +800 +10%
AIA
774
Arbor Investment Advisors
North Carolina
$318K -$5.93K -163 -2%
TCA
775
Transcend Capital Advisors
New Jersey
$317K