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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 %
BWM
876
Baystate Wealth Management
Massachusetts
$183K -$2.28K -61 -1%
SWM
877
Sugarloaf Wealth Management
Georgia
$182K
POIA
878
Pin Oak Investment Advisors
Texas
$173K
HIA
879
Harbor Investment Advisory
Maryland
$173K
GC
880
Gould Capital
Washington
$171K -$374 -10 -0.2%
CSPIA
881
Cary Street Partners Investment Advisory
Virginia
$168K -$262 -7 -0.2%
FFA
882
Farther Finance Advisors
California
$162K +$5.49K +147 +4%
CCA
883
Column Capital Advisors
Indiana
$151K
MRCM
884
M&R Capital Management
New Jersey
$148K -$149 -4 -0.1%
MFC
885
Mechanics Financial Corp
Ohio
$143K
WP
886
WealthPLAN Partners
Nebraska
$141K +$141K +3,778 New
GFL
887
Granite FO LLC
New Hampshire
$134K
AAG
888
Armstrong Advisory Group
Massachusetts
$133K -$63.8K -1,708 -32%
BCM
889
Bourgeon Capital Management
Connecticut
$130K
SC
890
Stephens Consulting
Michigan
$127K +$60.5K +1,620 +91%
Commonwealth Equity Services
891
Commonwealth Equity Services
Massachusetts
$127K +$36.3K +970,185 +40%
BHWM
892
Beaird Harris Wealth Management
Texas
$121K
TFGT
893
TS Financial Group (TSFG)
Illinois
$119K
FSWA
894
Financial Synergies Wealth Advisors
Texas
$118K
CWC
895
Carolinas Wealth Consulting
North Carolina
$112K
CA
896
Crewe Advisors
Utah
$109K +$61.1K +1,634 +127%
Citadel Advisors
897
Citadel Advisors
Florida
$109K +$109K +2,904 New
AIM
898
Acropolis Investment Management
Missouri
$108K +$108K +2,880 New
HWM
899
Horizons Wealth Management
North Carolina
$107K -$21.6K -578 -17%
EWM
900
Endurance Wealth Management
Rhode Island
$105K