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iShares Gold Trust

1,009 hedge funds and large institutions have $16.4B invested in iShares Gold Trust in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 261 increasing their positions, 410 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+54
Holders Change %
+5.65%
% of All Funds
16.28%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.55%
New
137
Increased
261
Reduced
410
Closed
63
Calls
$39.2M
Puts
$3.61M
Net Calls
+$35.6M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
926
Avion Wealth
Texas
$27K
HPC
927
HM Payson & Co
Maine
$26.5K
LWANC
928
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K
DSC
929
Duncker Streett & Co
Missouri
$25.1K
RBC
930
Roble Belko & Company
Pennsylvania
$25K
FCMT
931
Founders Capital Management (Texas)
Texas
$25K
SIC
932
SJS Investment Consulting
Ohio
$24.6K
NIC
933
Northwest Investment Counselors
Oregon
$24.3K
FCA
934
Fortis Capital Advisors
Kansas
$24.2K +$24.2K +700 New
MSCM
935
McElhenny Sheffield Capital Management
Texas
$23.5K +$23.5K +678 New
TCM
936
Tradewinds Capital Management
Washington
$20.3K -$35 -1 -0.2%
FGAM
937
Financial Gravity Asset Management
Texas
$20.1K -$35K -61 -64%
VWM
938
Valley Wealth Managers
New Jersey
$19.9K
HS
939
Horan Securities
United States
$19.9K +$17.7K +512 +813%
BCMLT
940
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.7K -$1.38K -40 -7%
TC
941
Truvestments Capital
Florida
$19.4K
ZIG
942
Zullo Investment Group
Pennsylvania
$18.4K +$899 +26 +5%
IRC
943
Investors Research Corp
Georgia
$18.3K
OA
944
Operose Advisors
Wisconsin
$17.3K -$13.6K -392 -44%
LB
945
Legacy Bridge
Iowa
$17.3K
FWA
946
Freedom Wealth Alliance
Wisconsin
$17.3K +$17.3K +500 New
IA
947
IFS Advisors
Kansas
$16.2K +$16.2K +467 New
LWCFA
948
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.7K
AWM
949
Abound Wealth Management
Tennessee
$14.9K
WWM
950
Wolff Wiese Magana
California
$14.4K