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iShares Gold Trust

1,138 hedge funds and large institutions have $15.7B invested in iShares Gold Trust in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 343 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
16.5%
Holding in Top 10
111
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.78%
% of All Funds
1.61%
New
89
Increased
343
Reduced
465
Closed
73
Calls
$269M
Puts
$754M
Net Calls
-$485M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Shares
Change %
GM
901
GeoWealth Management
Illinois
$248K +$23.9K +570 +11%
BWA
902
BlueChip Wealth Advisors
Georgia
$248K +$12.6K +300 +5%
KSWA
903
Kathleen S. Wright Associates
Pennsylvania
$246K +$246K +5,865 New
HCM
904
Hollencrest Capital Management
California
$246K
TW
905
Transform Wealth
Colorado
$245K -$6.77M -161,218 -97%
MWM
906
Maripau Wealth Management
Indiana
$242K -$40.2K -956 -14%
VCP
907
Verus Capital Partners
Arizona
$240K
IPWA
908
International Private Wealth Advisors
California
$240K -$68.4K -1,628 -22%
SWM
909
SeaCrest Wealth Management
New York
$240K -$4.2K -100 -2%
BCP
910
Blue Chip Partners
Michigan
$238K
SW
911
SVB Wealth
Massachusetts
$235K +$16.8K +399 +8%
WSWA
912
Warren Street Wealth Advisors
California
$234K -$12.8K -304 -5%
CCG
913
Catalina Capital Group
California
$233K +$233K +5,550 New
KC
914
Kingfisher Capital
North Carolina
$233K -$252K -5,985 -52%
DT
915
Diversified Trust
Tennessee
$233K
RIA
916
Realta Investment Advisors
Delaware
$232K -$44.5K -1,060 -16%
SA
917
SpiderRock Advisors
Delaware
$232K +$232K +5,675 New
SWP
918
Summit Wealth Partners
Florida
$232K -$1.64K -39 -0.7%
ACM
919
Advance Capital Management
Michigan
$230K
CAC
920
Certified Advisory Corp
Florida
$229K +$10.6K +252 +5%
ACM
921
Avalon Capital Management
California
$228K +$228K +5,437 New
MFC
922
Mechanics Financial Corp
Ohio
$228K
PSC
923
Prentiss Smith & Co
Vermont
$227K
GT
924
Greenleaf Trust
Michigan
$227K +$1.81K +43 +0.8%
PAS
925
Park Avenue Securities
New York
$226K -$13.7K -326 -6%