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iShares Gold Trust

874 hedge funds and large institutions have $17.4B invested in iShares Gold Trust in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 415 increasing their positions, 198 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+42
Holders Change %
+5.05%
% of All Funds
17.68%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.47%
New
94
Increased
415
Reduced
198
Closed
42
Calls
$34M
Puts
$25.4M
Net Calls
+$8.66M
Net Calls Change
-$5.36M
Name Holding Trade Value Shares
Change
Shares
Change %
Mirae Asset Global Investments
151
Mirae Asset Global Investments
South Korea
$12.9M +$3.83M +106,579 +42%
WFA
152
Wellspring Financial Advisors
Ohio
$12.9M -$7.63K -212 -0.1%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$12.9M +$2.76M +76,638 +27%
BCM
154
Bourgeon Capital Management
Connecticut
$12.8M -$3.2M -89,010 -20%
GG
155
GenWealth Group
New Jersey
$12.6M +$3.26M +90,490 +35%
William Blair & Company
156
William Blair & Company
Illinois
$12.4M +$1.14M +31,757 +10%
BHWA
157
Beacon Harbor Wealth Advisors
Virginia
$12.4M +$9.12M +253,441 +282%
FI
158
FormulaFolio Investments
Michigan
$12.2M +$1.92M +53,299 +19%
KC
159
Kingfisher Capital
North Carolina
$12M +$1.06M +29,424 +10%
JFA
160
JNBA Financial Advisors
Minnesota
$11.9M -$212K -5,906 -2%
SC
161
Sepio Capital
Utah
$11.9M -$785K -21,805 -6%
KAS
162
Kestra Advisory Services
Texas
$11.9M +$11.9M +329,893 New
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$11.8M +$5.09M +141,461 +76%
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$11.5M +$2.15M +59,850 +23%
SRC
165
Sage Rhino Capital
California
$11.2M +$1.08M +29,884 +11%
GKWIM
166
Gerber Kawasaki Wealth & Investment Management
California
$11.2M +$1.81M +50,412 +19%
IIC
167
Integrated Investment Consultants
Michigan
$11M -$64.9K -1,805 -0.6%
KFS
168
Kelly Financial Services
Massachusetts
$11M +$10.2M +284,734 +1,384%
DADC
169
D.A. Davidson & Co
Montana
$10.9M +$2.44M +67,928 +29%
LIM
170
Leavell Investment Management
Alabama
$10.7M +$1.22M +34,026 +13%
DAS
171
Dynamic Advisor Solutions
Arizona
$10.7M +$991K +27,555 +10%
WIP
172
Wellesley Investment Partners
Massachusetts
$10.7M -$3.38K -94 -0%
LCM
173
LVM Capital Management
Michigan
$10.7M +$800K +22,227 +8%
LG
174
Leuthold Group
Minnesota
$10.6M +$136K +3,771 +1%
CA
175
Cambridge Associates
Massachusetts
$10.4M +$2.66M +73,872 +34%