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iShares Gold Trust

1,138 hedge funds and large institutions have $15.7B invested in iShares Gold Trust in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 343 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
16.5%
Holding in Top 10
111
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.78%
% of All Funds
1.61%
New
89
Increased
343
Reduced
465
Closed
73
Calls
$269M
Puts
$754M
Net Calls
-$485M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.4M +$2.7M +64,300 +21%
IA
127
IFP Advisors
Florida
$15.3M +$3.64M +86,735 +31%
JIR
128
James Investment Research
Ohio
$15.3M -$357K -8,494 -2%
FCG
129
Fielder Capital Group
Tennessee
$15.2M -$356K -8,472 -2%
SFP
130
Sterling Financial Planning
New Jersey
$14.6M +$99.3K +2,363 +0.7%
VCM
131
Verger Capital Management
North Carolina
$14.4M +$4.39M +104,525 +44%
AFA
132
AllGen Financial Advisors
Florida
$14.2M +$358K +8,513 +3%
SRC
133
Sage Rhino Capital
California
$14.1M +$85.5K +2,036 +0.6%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$13.9M -$2.18M -51,998 -14%
Citigroup
135
Citigroup
New York
$13.9M +$1.11M +26,434 +9%
KWM
136
Kingsview Wealth Management
Oregon
$13.8M +$1.29M +30,797 +10%
GCWM
137
Graham Capital Wealth Management
District of Columbia
$13.8M -$239K -5,689 -2%
MA
138
Modus Advisors
Minnesota
$13.6M +$15.6K +371 +0.1%
BWP
139
Baldwin Wealth Partners
Massachusetts
$13.6M -$162K -3,865 -1%
DWM
140
Dakota Wealth Management
Florida
$13.3M -$46.6K -1,109 -0.3%
BL
141
BFSG LLC
California
$13.2M +$335K +7,972 +3%
FFA
142
First Foundation Advisors
California
$13.1M -$397K -9,458 -3%
William Blair & Company
143
William Blair & Company
Illinois
$13M +$1.48M +35,164 +13%
CWP
144
Cyndeo Wealth Partners
Florida
$13M -$351K -8,358 -3%
CGPCS
145
Capital Group Private Client Services
California
$12.9M -$614K -14,608 -5%
TCCM
146
Timber Creek Capital Management
Massachusetts
$12.9M -$206K -4,900 -2%
XS
147
XR Securities
Illinois
$12.8M +$9.87M +234,995 +332%
BF
148
BOK Financial
Oklahoma
$12.7M -$290K -6,840 -2%
HCM
149
Howland Capital Management
Massachusetts
$12.7M -$625K -14,889 -5%
PC
150
Permanens Capital
New York
$12.6M +$4.22M +100,401 +51%