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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 %
IWP
926
IAG Wealth Partners
Wisconsin
$100K
CSC
927
Caldwell Sutter Capital
California
$100K +$100K +2,755 New
FP
928
Financial Perspectives
Minnesota
$100K
KFS
929
Kelly Financial Services
Massachusetts
$96.4K -$4.84K -133 -5%
ST
930
Smithfield Trust
Pennsylvania
$96K +$96K +2,500 New
NCM
931
Northwest Capital Management
Oregon
$91.1K +$91.1K +2,504 New
MRCM
932
M&R Capital Management
New Jersey
$89.2K -$54.6K -1,500 -38%
NSG
933
Nalls Sherbakoff Group
Tennessee
$87.4K
CA
934
Crewe Advisors
Utah
$86.4K -$19.9K -547 -19%
First Eagle Investment Management
935
First Eagle Investment Management
New York
$86K +$20.6K +571 +31%
OP
936
ORG Partners
Indiana
$79.1K +$79.1K +2,167 New
JWA
937
JFS Wealth Advisors
Pennsylvania
$78K
CIR
938
Clear Investment Research
Georgia
$76.9K +$5.5K +151 +8%
SIC
939
Salem Investment Counselors
North Carolina
$76.6K +$1.82K +50 +2%
CWP
940
Concord Wealth Partners
Virginia
$75.4K +$5.24K +144 +7%
FWM
941
Focused Wealth Management
New York
$73.9K
RG
942
Retirement Group
California
$72.8K
CHA
943
Carmichael Hill & Associates
Maryland
$71.4K
CBT
944
Central Bank & Trust
Kentucky
$67.4K
CAL
945
Capital Advisors Ltd
Ohio
$66K +$52.6K +1,444 +392%
NFSG
946
Newbridge Financial Services Group
Florida
$65.5K +$23.7K +650 +57%
PG
947
Prostatis Group
Maryland
$63.2K +$63.2K +47,143 New
JEST
948
JTC Employer Solutions Trustee
Jersey
$62K
FA
949
Fiduciary Alliance
South Carolina
$61.6K +$61.6K +1,692 New
MWM
950
Mascoma Wealth Management
New Hampshire
$59.9K +$12.4K +340 +26%