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iShares Gold Trust

1,396 hedge funds and large institutions have $18.4B invested in iShares Gold Trust in 2024 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 495 increasing their positions, 382 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+178
Holders Change %
+14.61%
% of All Funds
18.58%
Holding in Top 10
124
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.15%
% of All Funds
1.65%
New
254
Increased
495
Reduced
382
Closed
46
Calls
$297M
Puts
$1.18B
Net Calls
-$886M
Net Calls Change
-$9.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
976
Clarity Financial
Texas
$403K +$13.9K +281 +4%
DI
977
Disciplined Investors
Texas
$399K +$399K +7,950 New
PWPS
978
Pinnacle Wealth Planning Services
Ohio
$399K +$152K +3,063 +61%
HFS
979
Howard Financial Services
Texas
$397K +$12.4K +250 +3%
AI
980
Arrien Investments
Idaho
$396K
SHGA
981
Sand Hill Global Advisors
California
$394K +$74.2K +1,498 +23%
SG
982
StoneX Group
New York
$391K +$31.9K +645 +9%
NFC
983
Northeast Financial Consultants
Connecticut
$391K +$391K +7,888 New
KA
984
Klingman & Associates
New York
$389K -$5.79K -117 -1%
Squarepoint
985
Squarepoint
New York
$389K +$389K +7,866 New
ML
986
McAdam LLC
Pennsylvania
$388K -$11.2K -226 -3%
SEA
987
Stegent Equity Advisors
Texas
$388K
FMC
988
First Merchants Corp
Indiana
$388K +$29.7K +600 +8%
MWC
989
MKD Wealth Coaches
Michigan
$386K +$386K +7,801 New
FFWM
990
Future Financial Wealth Management
Ohio
$386K
MPM
991
Meritage Portfolio Management
Kansas
$384K
CWM
992
Copia Wealth Management
Oregon
$384K +$384K +7,750 New
DWS
993
Discipline Wealth Solutions
South Carolina
$382K +$382K +7,709 New
TPA
994
Trivium Point Advisory
Connecticut
$380K +$380K +7,673 New
TC
995
Tacita Capital
Ontario, Canada
$379K
BWM
996
BKM Wealth Management
Wisconsin
$378K -$553K -11,160 -59%
MAWAG
997
Mid-American Wealth Advisory Group
Missouri
$375K -$37.3K -754 -9%
PAG
998
Private Advisory Group
Washington
$374K +$374K +7,559 New
BIA
999
Benchmark Investment Advisors
Illinois
$374K -$3.47K -70 -0.9%
FCCM
1000
First City Capital Management
Georgia
$373K