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iShares Gold Trust

1,058 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 346 increasing their positions, 386 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+26
Holders Change %
+2.52%
% of All Funds
16.69%
Holding in Top 10
93
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.71%
% of All Funds
1.47%
New
87
Increased
346
Reduced
386
Closed
49
Calls
$191M
Puts
$151M
Net Calls
+$39.7M
Net Calls Change
-$98.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
876
Seaview Investment Managers
Florida
$219K
FWMM
877
Foundation Wealth Management (Missouri)
Missouri
$218K -$98.7K -2,712 -31%
BBPWM
878
Blue Bell Private Wealth Management
Pennsylvania
$217K
WSWA
879
Warren Street Wealth Advisors
California
$217K +$2.77K +76 +1%
HCM
880
Hollencrest Capital Management
California
$213K -$63.6K -1,747 -23%
LWP
881
Lumature Wealth Partners
Georgia
$212K
CCFCSB
882
Cape Cod Five Cents Savings Bank
Massachusetts
$211K
CWA
883
Continuum Wealth Advisors
New York
$211K +$400 +11 +0.2%
OC
884
Oarsman Capital
Wisconsin
$209K -$50.5K -1,387 -19%
VFIC
885
Valley Forge Investment Consultants
Pennsylvania
$208K +$546 +15 +0.3%
CNWM
886
Clay Northam Wealth Management
California
$208K
BWM
887
Baystate Wealth Management
Massachusetts
$208K +$29.2K +802 +16%
BCP
888
Blue Chip Partners
Michigan
$206K
MCM
889
Manchester Capital Management
Vermont
$205K
DPI
890
Diversified Portfolios Inc
Michigan
$203K +$203K +5,584 New
DT
891
Diversified Trust
Tennessee
$202K -$1.27K -35 -0.6%
SWP
892
Summit Wealth Partners
Florida
$201K
CNBTD
893
Citizens National Bank Trust Department
Mississippi
$200K +$18.5K +509 +10%
SMH
894
Sanders Morris Harris
Texas
$200K
MFC
895
Mechanics Financial Corp
Ohio
$197K +$58.2K +1,599 +42%
MHR
896
Matthew Hamilton Rosenberg
$191K
Fifth Third Bancorp
897
Fifth Third Bancorp
Ohio
$189K -$86.1K -2,367 -31%
FCAG
898
First Capital Advisors Group
New Jersey
$185K +$185K +5,076 New
WBC
899
West Branch Capital
Massachusetts
$182K
CTA
900
Colonial Trust Advisors
South Carolina
$181K