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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 %
SIMG
826
Sonora Investment Management Group
Arizona
$316K -$2.52K -60 -0.8%
DWM
827
Dopkins Wealth Management
New York
$316K +$12.6K +300 +4%
WT
828
Washington Trust
Rhode Island
$315K
AI
829
Arrien Investments
Idaho
$315K
BAAM
830
Baker Avenue Asset Management
California
$314K +$2.31K +55 +0.7%
WIC
831
Woodmont Investment Counsel
Tennessee
$313K +$37K +881 +13%
LWM
832
Lakeridge Wealth Management
Ohio
$310K +$14.3K +340 +5%
CAG
833
Crestwood Advisors Group
Massachusetts
$307K -$191K -4,539 -38%
TLCM
834
Twin Lakes Capital Management
California
$306K
HFS
835
Howard Financial Services
Texas
$304K +$15.3K +365 +5%
PMFA
836
Plante Moran Financial Advisors
Michigan
$303K +$6.6K +157 +2%
AL
837
Aspiriant LLC
California
$302K -$10.2K -242 -3%
PWMAG
838
Pinnacle Wealth Management Advisory Group
New Jersey
$299K -$24.6K -585 -8%
FC
839
FCA Corp
Texas
$299K +$14.1K +336 +5%
KWM
840
Koa Wealth Management
California
$299K
SIA
841
Schechter Investment Advisors
Michigan
$299K
FDCDDQ
842
Federation des caisses Desjardins du Quebec
Quebec, Canada
$298K -$40.7K -969 -12%
SW
843
Solidarity Wealth
Utah
$298K
SFA
844
Sequoia Financial Advisors
Ohio
$297K -$289K -6,881 -49%
CWM
845
Centurion Wealth Management
Virginia
$297K
GS
846
GTS Securities
New York
$294K +$39.6K +942 +16%
LWM
847
Liberty Wealth Management
California
$291K -$127K -3,014 -30%
AFA
848
AA Financial Advisors
Ohio
$290K -$16K -382 -5%
CS
849
Credit Suisse
Switzerland
$289K -$599K -14,259 -67%
ITIM
850
Indiana Trust & Investment Management
Indiana
$289K