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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 %
LFG
776
Larson Financial Group
Missouri
$315K -$38.4K -1,055 -11%
NRC
777
New Republic Capital
North Carolina
$315K
SWA
778
Strategies Wealth Advisors
Michigan
$313K +$313K +8,601 New
TMAM
779
Tokio Marine Asset Management
Japan
$313K
CA
780
CGN Advisors
Kansas
$312K +$28.9K +794 +10%
LBC
781
Lowe Brockenbrough & Co
Virginia
$310K
SEA
782
Stegent Equity Advisors
Texas
$310K
DWM
783
Dakota Wealth Management
Florida
$309K -$55.9K -1,535 -15%
DCM
784
DGS Capital Management
New Jersey
$309K +$309K +8,490 New
GDP
785
Great Diamond Partners
Maine
$307K +$307K +8,433 New
FWM
786
FFT Wealth Management
Pennsylvania
$304K +$304K +8,346 New
SHIM
787
Stone House Investment Management
Pennsylvania
$302K +$101K +2,769 +50%
FTC
788
Farmers Trust Company
Ohio
$302K -$509 -14 -0.2%
SHGA
789
Sand Hill Global Advisors
California
$302K +$302K +8,291 New
LCM
790
Lazari Capital Management
California
$299K +$299K +8,227 New
DG
791
DMC Group
Alabama
$299K +$2.69K +74 +0.9%
EWA
792
Evolution Wealth Advisors
Florida
$298K
FPB
793
First PREMIER Bank
South Dakota
$295K
CLOS
794
Compagnie Lombard Odier SCmA
Switzerland
$292K
TSWM
795
Tyler-Stone Wealth Management
Ohio
$291K +$291K +8,007 New
MWM
796
Maripau Wealth Management
Indiana
$291K +$291K +7,992 New
SCA
797
STALEY CAPITAL ADVISERS
Pennsylvania
$287K
FCCM
798
First City Capital Management
Georgia
$286K
FDCDDQ
799
Federation des caisses Desjardins du Quebec
Quebec, Canada
$284K -$3.02M -82,982 -91%
SHWM
800
Smith & Howard Wealth Management
Georgia
$283K