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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 %
BCP
776
Berkeley Capital Partners
Georgia
$391K -$3.78K -90 -1%
BFO
777
Boston Family Office
Massachusetts
$390K
SHWM
778
Smith & Howard Wealth Management
Georgia
$389K -$20K -477 -5%
MPM
779
Meritage Portfolio Management
Kansas
$387K
DG
780
DMC Group
Alabama
$382K -$22.2K -528 -5%
QPWM
781
Quadrant Private Wealth Management
Pennsylvania
$382K
EWM
782
Endowment Wealth Management
Wisconsin
$381K -$1.68K -40 -0.4%
PP
783
Patten & Patten
Tennessee
$379K -$2.77K -66 -0.7%
BOPW
784
Brandywine Oak Private Wealth
Pennsylvania
$378K
MBI
785
May Barnhard Investments
Maryland
$376K -$19.7K -470 -5%
WCA
786
Waypoint Capital Advisors
Minnesota
$374K
USCWA
787
U.S. Capital Wealth Advisors
Texas
$374K -$840 -20 -0.2%
SEP
788
Southland Equity Partners
Missouri
$373K +$66.8K +1,590 +22%
WN
789
Williams & Novak
California
$371K
HKAM
790
Horizon Kinetics Asset Management
New York
$369K
BG
791
Benedetti & Gucer
Georgia
$367K -$119K -2,827 -24%
BCV
792
Banque Cantonale Vaudoise
Switzerland
$366K +$72.1K +1,718 +25%
TCA
793
Transcend Capital Advisors
New Jersey
$365K
DCM
794
DGS Capital Management
New Jersey
$359K +$4.16K +99 +1%
SG
795
Sharper & Granite
California
$359K +$20.7K +470 +6%
ESB
796
Essex Savings Bank
Connecticut
$358K
BIA
797
Benchmark Investment Advisors
Illinois
$358K -$10.5K -250 -3%
LBC
798
Lowe Brockenbrough & Co
Virginia
$358K
VA
799
Valmark Advisers
Ohio
$356K -$34.8K -829 -9%
CCFCSB
800
Cape Cod Five Cents Savings Bank
Massachusetts
$356K