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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 %
KWAG
926
Kiely Wealth Advisory Group
North Carolina
$226K +$1.41K +32 +0.6%
BCM
927
BluePointe Capital Management
California
$224K
GCA
928
Guardian Capital Advisors
Ontario, Canada
$224K +$224K +5,000 New
CWM
929
Centric Wealth Management
Illinois
$223K +$223K +5,160 New
MHR
930
Matthew Hamilton Rosenberg
$223K
EAM
931
Empirical Asset Management
Massachusetts
$223K +$223K +34,198 New
JF
932
Jump Financial
Illinois
$222K -$1.56M -37,041 -88%
O3W
933
Omni 360 Wealth
New Jersey
$221K +$221K +5,271 New
MWM
934
Merriman Wealth Management
Washington
$221K -$2.98K -71 -1%
FFO
935
Fiduciary Family Office
Florida
$221K
MWA
936
Monograph Wealth Advisors
California
$220K +$220K +5,232 New
LSIA
937
LaSalle St. Investment Advisors
Illinois
$219K -$670 -16 -0.3%
IAG
938
Investment Advisory Group
Massachusetts
$218K
EFP
939
Envision Financial Planning
Tennessee
$218K
CSPIA
940
Cary Street Partners Investment Advisory
Virginia
$218K -$27.1K -644 -11%
FFA
941
Founders Financial Alliance
North Carolina
$216K +$216K +5,136 New
SIM
942
Seaview Investment Managers
Florida
$216K
LSC
943
Lesa Sroufe & Co
Washington
$211K +$211K +5,025 New
PG
944
Patten Group
Tennessee
$211K +$211K +5,017 New
HWA
945
HHM Wealth Advisors
Tennessee
$211K -$54.4K -1,295 -21%
WBC
946
West Branch Capital
Massachusetts
$210K -$12K -285 -5%
PWPS
947
Pinnacle Wealth Planning Services
Ohio
$210K +$210K +5,000 New
TWP
948
Tempus Wealth Planning
California
$210K -$1.7M -40,353 -89%
DFG
949
Delta Financial Group
New Jersey
$209K +$209K +4,966 New
VFIC
950
Valley Forge Investment Consultants
Pennsylvania
$209K +$209K +4,969 New