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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 %
FIA
101
Foundations Investment Advisors
Arizona
$18.4M +$2.52M +64,798 +16%
SIA
102
SkyView Investment Advisors
New Jersey
$17.8M +$16.9M +432,489 +1,905%
WMG
103
WESCAP Management Group
California
$17.6M -$190K -4,876 -1%
CCA
104
Checchi Capital Advisers
California
$17.4M +$2.21M +56,508 +15%
CPCM
105
Cardinal Point Capital Management
Ontario, Canada
$17.2M +$217K +5,565 +1%
Toronto Dominion Bank
106
Toronto Dominion Bank
Ontario, Canada
$17.2M +$11.3M +290,000 +193%
IFO
107
Independent Family Office
New York
$16.9M
TIAA Trust, National Association
108
TIAA Trust, National Association
North Carolina
$16.7M -$16.1M -412,649 -49%
JF
109
JSF Financial
California
$16.5M +$145K +3,724 +0.9%
ST
110
Spinnaker Trust
Maine
$16.2M +$572K +14,649 +4%
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$16.2M +$639K +16,411 +4%
NAM
112
NorthCrest Asset Manangement
Minnesota
$15.9M -$653K -16,738 -4%
BPA
113
Beacon Pointe Advisors
California
$15.6M +$3.34M +85,623 +27%
QIM
114
Quest Investment Management
Oregon
$15.5M
CCG
115
Chatham Capital Group
Georgia
$15.5M +$11.3M +290,035 +274%
KWM
116
Kaydan Wealth Management
Michigan
$15M +$15M +384,011 New
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$15M +$131K +3,356 +0.9%
AWS
118
Atria Wealth Solutions
New York
$15M +$372K +9,541 +3%
SS
119
Sunbelt Securities
Texas
$14.9M -$413K -10,575 -3%
VCM
120
Vision Capital Management
Oregon
$14.6M +$263K +6,751 +2%
JIR
121
James Investment Research
Ohio
$14.5M -$411K -10,526 -3%
FCG
122
Fielder Capital Group
Tennessee
$14.5M +$14.5M +370,954 New
CA
123
Cambridge Associates
Massachusetts
$14.4M -$1.52M -38,987 -10%
MWA
124
Meridian Wealth Advisors
Texas
$14.3M -$420K -10,763 -3%
KAS
125
Kestra Advisory Services
Texas
$14.2M +$1.34M +34,414 +10%