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iShares Gold Trust

1,140 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 317 increasing their positions, 429 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+109
Holders Change %
+10.57%
% of All Funds
16.71%
Holding in Top 10
108
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.2%
% of All Funds
1.58%
New
170
Increased
317
Reduced
429
Closed
49
Calls
$268M
Puts
$523M
Net Calls
-$255M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
SAI
851
Savvy Advisors Inc
New York
$284K +$284K +7,264 New
TC
852
Tacita Capital
Ontario, Canada
$283K
DWM
853
Dopkins Wealth Management
New York
$282K -$11.7K -300 -4%
KWM
854
Koa Wealth Management
California
$278K +$278K +7,113 New
SIA
855
Schechter Investment Advisors
Michigan
$278K
SW
856
Solidarity Wealth
Utah
$277K
OFG
857
Orcam Financial Group
California
$276K
CWM
858
Centurion Wealth Management
Virginia
$276K +$26.3K +674 +11%
PMFA
859
Plante Moran Financial Advisors
Michigan
$275K +$5K +128 +2%
GGS
860
Galvin Gaustad & Stein
Arizona
$275K
LWM
861
Lakeridge Wealth Management
Ohio
$274K +$274K +7,032 New
BCV
862
Banque Cantonale Vaudoise
Switzerland
$274K +$26.2K +670 +11%
MCC
863
Money Concepts Capital
Florida
$272K +$9.76K +250 +4%
SWA
864
Strategies Wealth Advisors
Michigan
$270K -$3.71K -95 -1%
ITIM
865
Indiana Trust & Investment Management
Indiana
$269K
HFS
866
Howard Financial Services
Texas
$268K -$3.9K -100 -1%
NRG
867
Nemes Rush Group
Michigan
$267K
ONB
868
Old National Bancorp
Indiana
$267K
CA
869
Cambridge Advisors
Nebraska
$267K
CAG
870
Csenge Advisory Group
Florida
$265K +$1.95K +50 +0.7%
FC
871
FCA Corp
Texas
$265K -$29.9K -767 -10%
TC
872
Trilogy Capital
California
$264K -$178K -4,564 -40%
MWM
873
Maripau Wealth Management
Indiana
$262K -$28.6K -734 -10%
BWM
874
BKM Wealth Management
Wisconsin
$260K +$260K +6,674 New
WC
875
Wynn Capital
Georgia
$259K +$259K +6,646 New