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iShares Gold Trust

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Shares
Change %
SFWA
826
Summit Financial Wealth Advisors
Louisiana
$236K +$236K +6,307 New
HWA
827
HHM Wealth Advisors
Tennessee
$236K +$236K +6,307 New
CRC
828
Curi RMB Capital
Illinois
$234K +$234K +6,269 New
3AM
829
3EDGE Asset Management
Florida
$234K
VanEck Associates
830
VanEck Associates
New York
$234K
ECA
831
Elevated Capital Advisors
Utah
$233K +$233K +6,228 New
SGI
832
Summit Global Investments
Utah
$232K -$4.62M -123,310 -95%
GGS
833
Galvin Gaustad & Stein
Arizona
$231K -$26.2K -700 -10%
MFWP
834
Mosaic Family Wealth Partners
Missouri
$229K +$229K +6,141 New
AWM
835
Alterna Wealth Management
Texas
$228K +$6.39K +171 +3%
FSA
836
Franklin Street Advisors
North Carolina
$228K
LFAS
837
Level Four Advisory Services
Texas
$226K +$1.01K +27 +0.4%
CNB
838
Camden National Bank
Maine
$225K +$225K +6,033 New
SIM
839
Seaview Investment Managers
Florida
$225K +$225K +6,021 New
OFG
840
Orcam Financial Group
California
$224K +$224K +5,995 New
ICG
841
InterOcean Capital Group
Tennessee
$224K +$224K +5,989 New
P
842
Pitcairn
Pennsylvania
$223K
SIG
843
Spinnaker Investment Group
California
$223K -$2.92K -78 -1%
BBPWM
844
Blue Bell Private Wealth Management
Pennsylvania
$223K
HFS
845
Howard Financial Services
Texas
$222K -$635 -17 -0.3%
WSWA
846
Warren Street Wealth Advisors
California
$220K -$860 -23 -0.4%
CAC
847
Certified Advisory Corp
Florida
$219K +$219K +5,850 New
LWP
848
Lumature Wealth Partners
Georgia
$218K
BCV
849
Banque Cantonale Vaudoise
Switzerland
$217K -$22.3K -595 -9%
CCFCSB
850
Cape Cod Five Cents Savings Bank
Massachusetts
$216K