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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 %
KSWA
1076
Kathleen S. Wright Associates
Pennsylvania
$288K +$5.45K +110 +2%
CWA
1077
Continuum Wealth Advisors
New York
$288K +$891 +18 +0.3%
BFA
1078
Beacon Financial Advisory
Ohio
$288K +$82.7K +1,671 +40%
SW
1079
SVB Wealth
Massachusetts
$288K +$288K +5,807 New
BBPWM
1080
Blue Bell Private Wealth Management
Pennsylvania
$286K
HIP
1081
HUB Investment Partners
Texas
$284K +$62.6K +1,265 +28%
AWM
1082
Aries Wealth Management
Maine
$284K -$17.3K -350 -6%
SIA
1083
Soltis Investment Advisors
Utah
$282K +$282K +5,698 New
BCP
1084
Blue Chip Partners
Michigan
$282K +$1.34K +27 +0.5%
MAWA
1085
Moss Adams Wealth Advisors
Washington
$281K
PFA
1086
Pillar Financial Advisors
Kentucky
$281K +$281K +5,670 New
FFS
1087
Founders Financial Securities
Maryland
$279K +$1.39K +28 +0.5%
FAB
1088
First American Bank
Illinois
$278K
SHWM
1089
Smith & Howard Wealth Management
Georgia
$278K -$180K -3,645 -39%
GPW
1090
Genesis Private Wealth
Virginia
$278K +$278K +5,623 New
SWP
1091
Summit Wealth Partners
Florida
$278K +$4.75K +96 +2%
ARC
1092
Advisor Resource Council
Texas
$277K +$277K +5,604 New
BWA
1093
BlueChip Wealth Advisors
Georgia
$277K
CCG
1094
Catalina Capital Group
California
$275K
MWM
1095
Merriman Wealth Management
Washington
$274K +$26.6K +538 +11%
EFP
1096
Envision Financial Planning
Tennessee
$274K +$16.7K +338 +7%
CCM
1097
Coldstream Capital Management
Washington
$273K +$273K +5,508 New
VWA
1098
Visionary Wealth Advisors
Illinois
$273K +$248 +5 +0.1%
ADL
1099
Asset Dedication LLC
California
$272K -$256K -5,161 -48%
SMH
1100
Sanders Morris Harris
Texas
$271K