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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 %
AssetMark Inc
126
AssetMark Inc
California
$14.1M +$781K +20,021 +6%
CIBC World Market
127
CIBC World Market
Ontario, Canada
$13.9M -$1.92M -49,069 -12%
OAM
128
Oppenheimer Asset Management
New York
$13.6M -$35.6K -912 -0.3%
SFP
129
Sterling Financial Planning
New Jersey
$13.5M -$11K -281 -0.1%
EPM
130
Elm Partners Management
Pennsylvania
$13.3M +$4.53M +115,947 +51%
GCWM
131
Graham Capital Wealth Management
District of Columbia
$13M +$1.35M +34,665 +12%
SRC
132
Sage Rhino Capital
California
$13M +$60.7K +1,554 +0.5%
AFA
133
AllGen Financial Advisors
Florida
$12.8M +$12.8M +329,144 New
BWP
134
Baldwin Wealth Partners
Massachusetts
$12.8M -$239K -6,111 -2%
AWM
135
AE Wealth Management
Kansas
$12.7M -$922K -24,159 -7%
MA
136
Modus Advisors
Minnesota
$12.7M +$33.7K +864 +0.3%
CGPCS
137
Capital Group Private Client Services
California
$12.5M +$110K +2,807 +0.9%
FFA
138
First Foundation Advisors
California
$12.5M -$488K -12,501 -4%
DWM
139
Dakota Wealth Management
Florida
$12.4M -$76.5K -1,959 -0.6%
HCM
140
Howland Capital Management
Massachusetts
$12.4M -$183K -4,687 -1%
CWP
141
Cyndeo Wealth Partners
Florida
$12.4M +$253K +6,487 +2%
TCCM
142
Timber Creek Capital Management
Massachusetts
$12.2M -$432K -11,081 -3%
BF
143
BOK Financial
Oklahoma
$12M -$1.24M -31,784 -9%
BL
144
BFSG LLC
California
$11.9M -$22.5K -577 -0.2%
Citigroup
145
Citigroup
New York
$11.9M -$3.1M -79,349 -21%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.8M +$3.78M +96,800 +47%
BCM
147
Brookstone Capital Management
Illinois
$11.7M -$40.7K -1,042 -0.3%
KWM
148
Kingsview Wealth Management
Oregon
$11.6M +$3.62M +92,708 +45%
US Bancorp
149
US Bancorp
Minnesota
$11.5M -$9.29M -237,967 -45%
FTS
150
Fifth Third Securities
Ohio
$11.4M -$48.6K -1,246 -0.4%