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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 %
SAG
826
SageView Advisory Group
California
$260K +$260K +7,146 New
SIA
827
Schechter Investment Advisors
Michigan
$259K
OFG
828
Orcam Financial Group
California
$257K +$38.8K +1,067 +18%
SG
829
Sharper & Granite
California
$256K -$13.5K -370 -5%
USCWA
830
U.S. Capital Wealth Advisors
Texas
$255K -$39.5K -1,085 -13%
AFG
831
Atomi Financial Group
New York
$255K -$50.8K -1,396 -17%
PA
832
Probity Advisors
Texas
$254K +$254K +6,991 New
PMFA
833
Plante Moran Financial Advisors
Michigan
$252K
HFS
834
Howard Financial Services
Texas
$250K +$33.6K +924 +16%
CA
835
Cambridge Advisors
Nebraska
$250K -$2.22K -61 -0.9%
NRG
836
Nemes Rush Group
Michigan
$249K +$249K +6,852 New
TCM
837
Telos Capital Management
California
$248K -$43.7K -1,202 -15%
CAL
838
Capital Analysts LLC
Pennsylvania
$247K
SHWM
839
Silicon Hills Wealth Management
Texas
$246K
CAG
840
Csenge Advisory Group
Florida
$245K +$245K +6,745 New
DWM
841
Dopkins Wealth Management
New York
$241K -$21.8K -600 -8%
KIA
842
KCM Investment Advisors
California
$240K -$32.1K -883 -12%
WIC
843
Woodmont Investment Counsel
Tennessee
$239K
CA
844
Crumly & Associates
Illinois
$239K
Kovitz Investment Group Partners
845
Kovitz Investment Group Partners
Illinois
$238K -$130K -3,559 -35%
CCWM
846
Cassaday & Co Wealth Management
Virginia
$238K -$7.39K -203 -3%
BEAM
847
Baker Ellis Asset Management
Washington
$237K
FNBSF
848
First National Bank Sioux Falls
South Dakota
$237K
MKA
849
M. Kulyk & Associates
Georgia
$236K
3AM
850
3EDGE Asset Management
Florida
$235K +$6.95K +191 +3%