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iShares Gold Trust

1,396 hedge funds and large institutions have $18.4B invested in iShares Gold Trust in 2024 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 495 increasing their positions, 382 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+178
Holders Change %
+14.61%
% of All Funds
18.58%
Holding in Top 10
124
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.15%
% of All Funds
1.65%
New
254
Increased
495
Reduced
382
Closed
46
Calls
$297M
Puts
$1.18B
Net Calls
-$886M
Net Calls Change
-$9.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HW
876
Hancock Whitney
Mississippi
$546K
HPM
877
Hoxton Planning & Management
West Virginia
$545K +$545K +11,015 New
OWA
878
Outlook Wealth Advisors
Texas
$541K -$198 -4 -0%
LF
879
Lantz Financial
Illinois
$540K +$540K +10,900 New
JPWM
880
Jamison Private Wealth Management
Georgia
$539K +$539K +10,887 New
SPA
881
Sentinel Pension Advisors
Massachusetts
$538K +$545 +11 +0.1%
BHWM
882
Bay Harbor Wealth Management
Maryland
$536K +$536K +10,836 New
BWL
883
Bogart Wealth LLC
Virginia
$535K
SIAM
884
Sterling Investment Advisors (Missouri)
Missouri
$535K -$73.7K -1,488 -12%
VCM
885
Viewpoint Capital Management
Washington
$534K +$6.83K +138 +1%
GFPC
886
Global Financial Private Client
Florida
$534K +$87.3K +1,763 +20%
TNA
887
True North Advisors
Texas
$527K
AFG
888
Arkansas Financial Group
Arkansas
$527K +$147K +2,959 +38%
KFGK
889
Keystone Financial Group (Kentucky)
Kentucky
$520K +$520K +10,512 New
SFP
890
Shepherd Financial Partners
Massachusetts
$518K -$1.44K -29 -0.3%
OFS
891
OneAscent Financial Services
Alabama
$517K +$517K +10,450 New
SFG
892
Sovereign Financial Group
Connecticut
$514K +$213K +4,303 +71%
PB
893
Pinnacle Bancorp
Nebraska
$513K -$86.6K -1,750 -14%
TPWA
894
Twin Peaks Wealth Advisors
California
$513K +$513K +10,352 New
Fisher Asset Management
895
Fisher Asset Management
Washington
$508K -$4.31K -87 -0.8%
IWA
896
Inspirion Wealth Advisors
Illinois
$508K
OPTFSNA
897
Old Point Trust & Financial Services N A
Virginia
$507K +$507K +10,250 New
TWM
898
Tradition Wealth Management
Minnesota
$507K
AF
899
Atala Financial
California
$506K +$506K +10,225 New
SL
900
SWMG LLC
Texas
$503K -$14.2K -272 -3%