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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 %
SEIA
751
Signature Estate & Investment Advisors
California
$427K
BMA
752
Brooks Moore & Associates
Tennessee
$424K
VFA
753
Valeo Financial Advisors
Indiana
$422K +$1.36K +31 +0.3%
TYCC
754
Texas Yale Capital Corp
Florida
$421K
HCM
755
Hengehold Capital Management
Ohio
$420K
BFEC
756
Benjamin F. Edwards & Company
Missouri
$419K -$181K -4,314 -30%
S
757
Sachetta
Massachusetts
$418K
IIC
758
Integrated Investment Consultants
Michigan
$416K
CBT
759
Central Bank & Trust
Kentucky
$415K
SFP
760
Shepherd Financial Partners
Massachusetts
$415K
PIA
761
Perennial Investment Advisors
California
$413K -$336 -8 -0.1%
BWM
762
Birchcreek Wealth Management
Ohio
$412K -$29.4K -699 -7%
LFAS
763
Level Four Advisory Services
Texas
$411K
SCA
764
STALEY CAPITAL ADVISERS
Pennsylvania
$409K
WCM
765
Wealthcare Capital Management
Virginia
$409K +$1.81K +43 +0.4%
CSIC
766
Clifford Swan Investment Counsel
California
$408K +$28.2K +672 +7%
WC
767
Waterloo Capital
Texas
$407K +$407K +9,677 New
QCM
768
Quantinno Capital Management
New York
$404K -$1.51M -35,990 -79%
CIA
769
Choate Investment Advisors
Massachusetts
$400K
ACM
770
Ashford Capital Management
Delaware
$399K
CRC
771
Catawba River Capital
South Carolina
$398K -$5.46K -130 -1%
NW
772
Naviter Wealth
Arkansas
$397K -$965K -22,966 -71%
WA
773
Waverly Advisors
Alabama
$396K +$51.9K +1,236 +15%
CAI
774
Capital Advisors Inc
Oklahoma
$392K +$392K +9,337 New
PGFC
775
Peapack-Gladstone Financial Corp
New Jersey
$392K +$6.31K +150 +2%