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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 %
SWM
901
Sugarloaf Wealth Management
Georgia
$177K
WWP
902
WR Wealth Planners
Missouri
$171K -$20.1K -551 -11%
POIA
903
Pin Oak Investment Advisors
Texas
$169K
HIA
904
Harbor Investment Advisory
Maryland
$168K
GC
905
Gould Capital
Washington
$167K
SC
906
Stephens Consulting
Michigan
$160K +$36K +988 +29%
CSPIA
907
Cary Street Partners Investment Advisory
Virginia
$156K -$7.53K -207 -5%
FPF
908
First Pacific Financial
Washington
$148K +$148K +4,065 New
CCA
909
Column Capital Advisors
Indiana
$147K
FFA
910
Farther Finance Advisors
California
$146K -$11K -302 -7%
PO
911
Private Ocean
California
$145K +$89.4K +2,456 +161%
PIAS
912
PCA Investment Advisory Services
Ohio
$143K +$143K +3,933 New
BCM
913
Bourgeon Capital Management
Connecticut
$141K +$14.6K +400 +12%
WP
914
WealthPLAN Partners
Nebraska
$136K -$1.53K -42 -1%
GFL
915
Granite FO LLC
New Hampshire
$130K
AAG
916
Armstrong Advisory Group
Massachusetts
$129K
Jones Financial Companies
917
Jones Financial Companies
Missouri
$128K +$128K +3,506 New
IUHSA
918
Itau Unibanco Holding S.A.
Brazil
$123K +$123K +3,381 New
BHWM
919
Beaird Harris Wealth Management
Texas
$119K +$1.67K +46 +1%
FSWA
920
Financial Synergies Wealth Advisors
Texas
$116K +$1.02K +28 +0.9%
TFGT
921
TS Financial Group (TSFG)
Illinois
$115K -$874 -24 -0.8%
CWC
922
Carolinas Wealth Consulting
North Carolina
$109K
AIM
923
Acropolis Investment Management
Missouri
$105K
HWM
924
Horizons Wealth Management
North Carolina
$104K
EWM
925
Endurance Wealth Management
Rhode Island
$102K