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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 %
FSA
901
Franklin Street Advisors
North Carolina
$238K
PA
902
Procyon Advisors
Connecticut
$237K -$41.6K -1,066 -15%
JC
903
JB Capital
Connecticut
$237K +$11.6K +297 +5%
CFGS
904
Concourse Financial Group Securities
Alabama
$237K +$7.42K +190 +3%
SGI
905
Summit Global Investments
Utah
$236K -$3.79K -97 -2%
GS
906
GTS Securities
New York
$236K +$236K +6,045 New
FWMM
907
Foundation Wealth Management (Missouri)
Missouri
$234K
BBPWM
908
Blue Bell Private Wealth Management
Pennsylvania
$232K +$117 +3 +0.1%
KIA
909
KCM Investment Advisors
California
$231K +$1.64K +42 +0.7%
MW
910
Marcum Wealth
Ohio
$230K +$230K +5,898 New
SFG
911
Sovereign Financial Group
Connecticut
$230K -$384K -9,839 -63%
WSWA
912
Warren Street Wealth Advisors
California
$229K -$2.65K -68 -1%
HCM
913
Hollencrest Capital Management
California
$228K -$585 -15 -0.3%
CSPIA
914
Cary Street Partners Investment Advisory
Virginia
$227K -$2.26K -58 -1%
VCM
915
Virtue Capital Management
Tennessee
$227K -$128K -3,318 -36%
SSB
916
Sandy Spring Bank
Maryland
$226K +$14.6K +373 +7%
LWL
917
Leo Wealth LLC
Texas
$226K +$226K +5,731 New
CWA
918
Continuum Wealth Advisors
New York
$225K
SWM
919
SeaCrest Wealth Management
New York
$225K -$27.7K -717 -11%
CNBTD
920
Citizens National Bank Trust Department
Mississippi
$224K +$7.77K +199 +4%
VCP
921
Verus Capital Partners
Arizona
$223K +$223K +5,714 New
PAS
922
Park Avenue Securities
New York
$223K +$223K +5,714 New
AFG
923
Atomi Financial Group
New York
$222K +$222K +5,691 New
BCP
924
Blue Chip Partners
Michigan
$221K
Wolverine Trading
925
Wolverine Trading
Illinois
$221K -$1.01M -25,837 -82%