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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 %
NRG
851
Nemes Rush Group
Michigan
$288K
CA
852
Cambridge Advisors
Nebraska
$287K
TC
853
Trilogy Capital
California
$287K +$3.15K +75 +1%
TA
854
Tactive Advisors
Florida
$286K +$286K +6,796 New
CAG
855
Csenge Advisory Group
Florida
$285K -$504 -12 -0.2%
SS
856
Sound Stewardship
Kansas
$284K +$284K +6,764 New
FSA
857
Franklin Street Advisors
North Carolina
$282K +$26.4K +629 +10%
DW
858
Durante & Waters
New York
$280K +$9.45K +225 +3%
WC
859
Wynn Capital
Georgia
$279K
DIM
860
DLK Investment Management
California
$279K
SC
861
SouthState Corp
Florida
$278K +$172K +4,089 +162%
BWM
862
BKM Wealth Management
Wisconsin
$276K -$4.2K -100 -1%
CA
863
Crumly & Associates
Illinois
$276K
Fisher Asset Management
864
Fisher Asset Management
Washington
$276K -$109K -2,589 -28%
PIM
865
Pullen Investment Management
Florida
$275K +$275K +6,544 New
SFG
866
Summit Financial Group
West Virginia
$275K +$275K +6,544 New
TMAM
867
Tokio Marine Asset Management
Japan
$273K -$88.2K -2,100 -24%
BEAM
868
Baker Ellis Asset Management
Washington
$273K
FNBSF
869
First National Bank Sioux Falls
South Dakota
$273K
TAM
870
TCP Asset Management
Ohio
$272K
MCM
871
Manchester Capital Management
Vermont
$270K -$4.2K -100 -2%
FWI
872
Facet Wealth Inc
Maryland
$270K +$270K +6,139 New
SPWM
873
Schrum Private Wealth Management
Florida
$269K
SFWA
874
Summit Financial Wealth Advisors
Louisiana
$267K +$2.52K +60 +1%
Kovitz Investment Group Partners
875
Kovitz Investment Group Partners
Illinois
$266K -$9.45K -225 -3%