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iShares Gold Trust

977 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2021 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 276 increasing their positions, 339 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
+102
Holders Change %
+11.66%
% of All Funds
15.09%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.56%
New
176
Increased
276
Reduced
339
Closed
56
Calls
$37.3M
Puts
$7.93M
Net Calls
+$29.3M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CFFP
876
Center for Financial Planning
Michigan
$45K
MWM
877
Mascoma Wealth Management
New Hampshire
$44K
RA
878
Rise Advisors
New York
$43.1K +$43.1K +1,237 New
BA
879
Bellwether Advisors
Nebraska
$41K
SC
880
Stephens Consulting
Michigan
$40.1K +$40.1K +1,153 New
OC
881
Oakworth Capital
Alabama
$39K -$3.47K -101 -8%
RG
882
Retirement Group
California
$39K
BFC
883
Bedel Financial Consulting
Indiana
$37K
CC
884
Commons Capital
Massachusetts
$37K +$37K +1,050 New
AWM
885
AllSquare Wealth Management
New York
$36K
MA
886
Montag & Associates
Georgia
$35K
BAM
887
Bellevue Asset Management
Washington
$32K
HFA
888
HC Financial Advisors
California
$31K
SQA
889
Simon Quick Advisors
New Jersey
$30K
PPWM
890
PFG Private Wealth Management
Florida
$30K
OA
891
Operose Advisors
Wisconsin
$30K +$30K +868 New
PWC
892
PYA Waltman Capital
Tennessee
$30K +$30K +875 New
IWMA
893
Ironwood Wealth Management (Arizona)
Arizona
$29K +$21K +612 +260%
TCOV
894
Trust Company of Vermont
Vermont
$29K +$29K +835 New
HPC
895
HM Payson & Co
Maine
$27K -$45.4K -1,289 -63%
LWANC
896
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K
OSNBOA
897
Old Second National Bank of Aurora
Illinois
$27K +$13.5K +775 +100%
AW
898
Alaethes Wealth
Nevada
$26K
DSC
899
Duncker Streett & Co
Missouri
$25K
RBC
900
Roble Belko & Company
Pennsylvania
$25K