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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 %
CAM
1101
Creekmur Asset Management
Illinois
$6.25K +$6.25K +160 New
WIA
1102
Wetzel Investment Advisors
Indiana
$6K +$6K +160 New
TFG
1103
Team Financial Group
California
$5.93K
MAWCM
1104
Mine & Arao Wealth Creation & Management
California
$5.86K
PCMC
1105
Planning Capital Management Corporation
Pennsylvania
$5.86K +$5.86K +150 New
CWP
1106
Concord Wealth Partners
Virginia
$5.62K -$74.8K -1,917 -93%
OCM
1107
Orion Capital Management
California
$5.54K -$312K -8,000 -98%
Jones Financial Companies
1108
Jones Financial Companies
Missouri
$5.07K +$5.07K +130 New
SC
1109
Sawyer & Company
Massachusetts
$5K
SAM
1110
Smartleaf Asset Management
Massachusetts
$4.92K +$4.92K +125 New
BCA
1111
Bray Capital Advisors
Florida
$4.88K
BFS
1112
Bare Financial Services
Pennsylvania
$4.84K +$4.84K +124 New
AA
1113
Addison Advisors
Vermont
$4.57K +$4.41K +113 +2,825%
AWM
1114
Able Wealth Management
New Jersey
$4.49K +$4.49K +115 New
CP
1115
Castleview Partners
Texas
$4.06K +$2.69K +69 +197%
UFF
1116
USA Financial Formulas
Michigan
$3.9K -$39.8K -1,020 -91%
NMG
1117
New Millennium Group
Utah
$3.2K +$3.2K +82 New
IWMA
1118
Ironwood Wealth Management (Arizona)
Arizona
$3.12K -$3.2K -82 -51%
TCM
1119
TD Capital Management
Tennessee
$3.12K
HBW
1120
Hazlett, Burt & Watson
West Virginia
$3K +$3K +85 New
RBA
1121
Richard Bernstein Advisors
New York
$2.87K +$2.87K +74 New
FFA
1122
Frazier Financial Advisors
Ohio
$2.73K +$2.73K +70 New
NB
1123
NBT Bank
New York
$2.69K +$2.69K +69 New
SA
1124
Scarborough Advisors
Maryland
$2.65K +$2.65K +68 New
AFWM
1125
Abich Financial Wealth Management
Virginia
$2.15K +$2.15K +55 New