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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 %
CWA
851
Continuum Wealth Advisors
New York
$216K -$7.92K -212 -4%
IAIM
852
International Assets Investment Management
Florida
$215K -$62.3K -1,668 -22%
CNWM
853
Clay Northam Wealth Management
California
$213K +$213K +5,711 New
VFIC
854
Valley Forge Investment Consultants
Pennsylvania
$213K +$213K +5,707 New
VFP
855
Verus Financial Partners
Virginia
$212K +$212K +5,466 New
BCP
856
Blue Chip Partners
Michigan
$212K
AFG
857
Arkansas Financial Group
Arkansas
$212K +$212K +5,665 New
FAG
858
Financial Advisory Group
Texas
$212K +$212K +5,660 New
MCM
859
Manchester Capital Management
Vermont
$211K
MSWMA
860
Market Street Wealth Management Advisors
Indiana
$209K +$209K +5,598 New
DT
861
Diversified Trust
Tennessee
$208K +$208K +5,578 New
SHIM
862
Stone House Investment Management
Pennsylvania
$207K +$207K +5,526 New
SWP
863
Summit Wealth Partners
Florida
$206K +$206K +5,515 New
APA
864
Astoria Portfolio Advisors
New York
$206K +$206K +5,371 New
SMH
865
Sanders Morris Harris
Texas
$205K +$205K +5,498 New
CWM
866
Centurion Wealth Management
Virginia
$205K +$205K +5,485 New
CWA
867
Centennial Wealth Advisory
Michigan
$205K +$205K +5,474 New
CD
868
Chapin Davis
Maryland
$201K +$201K +5,388 New
AWM
869
Aprio Wealth Management
Georgia
$201K +$201K +5,378 New
BMWM
870
Brown Miller Wealth Management
Virginia
$200K +$200K +5,360 New
MHR
871
Matthew Hamilton Rosenberg
$196K
WWP
872
WR Wealth Planners
Missouri
$196K -$6.53M -174,713 -97%
CNBTD
873
Citizens National Bank Trust Department
Mississippi
$187K -$119K -3,177 -39%
WBC
874
West Branch Capital
Massachusetts
$187K
CTA
875
Colonial Trust Advisors
South Carolina
$186K