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iShares Gold Trust

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
926
Accel Wealth Management
Iowa
$57.9K
PO
927
Private Ocean
California
$57.1K
AWM
928
Atticus Wealth Management
Florida
$56.1K
MCI
929
MRP Capital Investments
Georgia
$56.1K +$15.9K +426 +40%
MFA
930
McClarren Financial Advisors
Pennsylvania
$56K
CFD
931
Creative Financial Designs
Indiana
$55.9K -$96K -2,568 -63%
UFF
932
USA Financial Formulas
Michigan
$53.1K +$53.1K +1,421 New
NHT
933
New Hampshire Trust
New Hampshire
$50.3K
WWM
934
Wolff Wiese Magana
California
$50.3K +$34.8K +930 +224%
EWA
935
EP Wealth Advisors
California
$50K +$30.5K +21,165 +156%
MWM
936
Mascoma Wealth Management
New Hampshire
$49.1K
BC
937
Bartlett & Co
Ohio
$48K
BCWM
938
Bartlett & Co Wealth Management
Ohio
$47.9K
RFA
939
Resurgent Financial Advisors
Georgia
$45.5K -$40.5K -1,084 -47%
RA
940
Rise Advisors
New York
$45.3K
MTIC
941
Missouri Trust & Investment Company
Missouri
$44.6K -$58.2K -1,558 -57%
NFSG
942
Newbridge Financial Services Group
Florida
$42.9K
OC
943
Oakworth Capital
Alabama
$42.4K
ME
944
McIlrath & Eck
Washington
$39.5K +$860 +23 +2%
AWM
945
AllSquare Wealth Management
New York
$39.1K
TC
946
Trust Company
Kansas
$38.9K +$38.9K +1,040 New
SIC
947
SJS Investment Consulting
Ohio
$37.8K +$11.2K +300 +42%
MA
948
Montag & Associates
Georgia
$37.4K
BC
949
Barrett & Company
Rhode Island
$37.4K
OIA
950
Optimum Investment Advisors
Illinois
$35.5K