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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 %
DWM
1001
Dopkins Wealth Management
New York
$372K +$372K +7,513 New
WT
1002
Washington Trust
Rhode Island
$372K
KA
1003
Kovack Advisors
Florida
$369K -$108K -2,182 -23%
GGS
1004
Galvin Gaustad & Stein
Arizona
$369K +$112K +2,255 +43%
LWM
1005
Lakeridge Wealth Management
Ohio
$365K
RWM
1006
Riverbend Wealth Management
South Carolina
$361K +$361K +7,284 New
OFG
1007
Orcam Financial Group
California
$360K
MW
1008
Marcum Wealth
Ohio
$359K +$359K +7,250 New
CAG
1009
Crestwood Advisors Group
Massachusetts
$359K
VCWA
1010
Vanguard Capital Wealth Advisors
Colorado
$357K -$3.07M -62,100 -90%
AL
1011
Aspiriant LLC
California
$356K
LA
1012
Lane & Associates
New Jersey
$354K +$354K +6,687 New
CA
1013
CGN Advisors
Kansas
$353K +$129K +2,609 +58%
OWP
1014
Obermeyer Wealth Partners
Colorado
$353K +$144K +2,901 +69%
PWMAG
1015
Pinnacle Wealth Management Advisory Group
New Jersey
$352K
SIA
1016
Schechter Investment Advisors
Michigan
$352K
AIA
1017
Arbor Investment Advisors
North Carolina
$352K -$17.9K -361 -5%
SW
1018
Solidarity Wealth
Utah
$351K
FWP
1019
Firethorn Wealth Partners
Georgia
$351K +$134K +2,698 +61%
EWA
1020
Evolution Wealth Advisors
Florida
$351K +$143K +2,895 +69%
HSA
1021
HBK Sorce Advisory
Pennsylvania
$350K +$13.7K +276 +4%
JAG
1022
Journey Advisory Group
Kentucky
$350K
SL
1023
SFM LLC
New Hampshire
$349K +$104K +2,100 +42%
PMFA
1024
Plante Moran Financial Advisors
Michigan
$348K -$5.3K -107 -1%
MWM
1025
Maridea Wealth Management
New York
$346K +$346K +6,986 New