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iShares Gold Trust

1,140 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 317 increasing their positions, 429 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+109
Holders Change %
+10.57%
% of All Funds
16.71%
Holding in Top 10
108
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.2%
% of All Funds
1.58%
New
170
Increased
317
Reduced
429
Closed
49
Calls
$268M
Puts
$523M
Net Calls
-$255M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
976
Colonial Trust Advisors
South Carolina
$111K -$82.4K -2,111 -43%
FSWA
977
Financial Synergies Wealth Advisors
Texas
$109K -$969 -28 -0.9%
SC
978
Stephens Consulting
Michigan
$109K
FP
979
Financial Perspectives
Minnesota
$107K
DI
980
DAGCO Inc
Ohio
$106K +$106K +2,719 New
DWS
981
Dynamic Wealth Strategies
California
$106K +$106K +2,719 New
BGAI
982
Bruce G. Allen Investments
Colorado
$106K +$106K +2,709 New
HWM
983
Horizons Wealth Management
North Carolina
$105K -$1.05K -27 -1%
RFG
984
REAP Financial Group
Texas
$100K +$100K +2,562 New
SC
985
SouthState Corp
Florida
$98.6K +$32.4K +829 +49%
NCM
986
Northwest Capital Management
Oregon
$97.7K
SWM
987
Sugarloaf Wealth Management
Georgia
$97.6K
MRCM
988
M&R Capital Management
New Jersey
$95.6K
BHWM
989
Beaird Harris Wealth Management
Texas
$93.2K -$55.8K -1,430 -37%
NSG
990
Nalls Sherbakoff Group
Tennessee
$91.7K
RIL
991
Rothschild Investment LLC
Illinois
$86.6K +$86.6K +2,219 New
CI
992
CX Institutional
Indiana
$83.8K -$1.51M -38,765 -95%
JWA
993
JFS Wealth Advisors
Pennsylvania
$83.6K
JFGIW
994
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81.6K -$113K -2,905 -58%
CIR
995
Clear Investment Research
Georgia
$80.9K +$156 +4 +0.2%
RG
996
Retirement Group
California
$79.7K +$1.64K +42 +2%
FWM
997
Focused Wealth Management
New York
$79.3K
DIP
998
DT Investment Partners
Pennsylvania
$79K -$11.5M -298,054 -99%
AEPWM
999
Atlantic Edge Private Wealth Management
Florida
$78.1K +$78.1K +2,000 New
FUBT
1000
First United Bank & Trust
Maryland
$74.2K +$74.2K +1,902 New