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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 %
DIM
876
DLK Investment Management
California
$259K +$259K +6,641 New
RIA
877
Realta Investment Advisors
Delaware
$257K -$301K -7,717 -54%
WIC
878
Woodmont Investment Counsel
Tennessee
$256K
Kovitz Investment Group Partners
879
Kovitz Investment Group Partners
Illinois
$256K +$859 +22 +0.3%
CA
880
Crumly & Associates
Illinois
$256K
MCM
881
Manchester Capital Management
Vermont
$255K -$11.7K -300 -4%
BEAM
882
Baker Ellis Asset Management
Washington
$254K
FNBSF
883
First National Bank Sioux Falls
South Dakota
$254K
TAM
884
TCP Asset Management
Ohio
$253K
DW
885
Durante & Waters
New York
$251K +$251K +6,435 New
SPWM
886
Schrum Private Wealth Management
Florida
$250K
CNWM
887
Clay Northam Wealth Management
California
$248K +$248K +6,359 New
TF
888
Trek Financial
Arizona
$248K -$41.6K -1,065 -14%
XF
889
XML Financial
Maryland
$247K +$247K +6,321 New
3AM
890
3EDGE Asset Management
Florida
$246K -$2.69K -69 -1%
HWA
891
HHM Wealth Advisors
Tennessee
$246K
SFWA
892
Summit Financial Wealth Advisors
Louisiana
$246K
CKAIS
893
Christensen King & Associates Investment Services
Washington
$246K +$246K +6,299 New
Millennium Management
894
Millennium Management
New York
$246K +$246K +6,294 New
SFS
895
Summit Financial Strategies
Ohio
$245K +$245K +6,265 New
HSA
896
HBK Sorce Advisory
Pennsylvania
$244K +$244K +6,255 New
VanEck Associates
897
VanEck Associates
New York
$244K
AWM
898
Aries Wealth Management
Maine
$241K
SCA
899
Sandy Cove Advisors
Massachusetts
$239K
AWM
900
Alterna Wealth Management
Texas
$238K