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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 %
WCM
976
Winthrop Capital Management
Indiana
$143K
SSB
977
Sandy Spring Bank
Maryland
$139K -$104K -2,483 -43%
CA
978
Continuum Advisory
Idaho
$138K +$138K +3,110 New
FSWA
979
Financial Synergies Wealth Advisors
Texas
$134K +$1.18K +28 +0.9%
BCMLT
980
Beacon Capital Management LLC (Tennessee)
Tennessee
$133K +$112K +2,655 +526%
AIM
981
Acropolis Investment Management
Missouri
$132K +$11.1K +265 +9%
CJ
982
Caitlin John
Michigan
$129K -$4.37K -104 -3%
BHWM
983
Beaird Harris Wealth Management
Texas
$127K +$26.3K +625 +26%
CWC
984
Carolinas Wealth Consulting
North Carolina
$126K
W
985
WealthCollab
Washington
$126K
IWP
986
IAG Wealth Partners
Wisconsin
$125K
CTA
987
Colonial Trust Advisors
South Carolina
$121K +$924 +22 +0.8%
SWC
988
Spectrum Wealth Counsel
Indiana
$118K +$53.5K +1,273 +82%
KFS
989
Kelly Financial Services
Massachusetts
$117K -$3.24K -77 -3%
SC
990
Stephens Consulting
Michigan
$117K
AAG
991
Armstrong Advisory Group
Massachusetts
$117K
FP
992
Financial Perspectives
Minnesota
$116K
FPF
993
First Pacific Financial
Washington
$115K -$13.5K -321 -11%
BGAI
994
Bruce G. Allen Investments
Colorado
$114K
JWA
995
JFS Wealth Advisors
Pennsylvania
$108K +$18.4K +438 +20%
HWM
996
Horizons Wealth Management
North Carolina
$105K
NCM
997
Northwest Capital Management
Oregon
$105K
SWM
998
Sugarloaf Wealth Management
Georgia
$105K
SIC
999
Salem Investment Counselors
North Carolina
$94.1K +$21K +500 +29%
FDCP
1000
Foster Dykema Cabot & Partners
Massachusetts
$93.4K +$83.9K +1,997 +880%