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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 %
LFA
151
Legend Financial Advisors
Pennsylvania
$11.3M -$321K -8,217 -3%
CWM
152
Chemistry Wealth Management
New York
$11.1M +$75.9K +1,945 +0.7%
PI
153
Parkside Investments
Illinois
$11.1M -$467K -11,962 -4%
BBVA
154
Banco Bilbao Vizcaya Argentaria
Spain
$11M +$2.54K +65 +0%
FA
155
Faithward Advisors
Pennsylvania
$11M +$188K +4,905 +2%
IA
156
IFP Advisors
Florida
$10.8M +$7.59M +194,486 +234%
LCM
157
LVM Capital Management
Michigan
$10.8M -$22K -564 -0.2%
William Blair & Company
158
William Blair & Company
Illinois
$10.7M +$365K +9,352 +4%
VHAM
159
Van Hulzen Asset Management
California
$10.7M -$8.51K -218 -0.1%
PWM
160
Perigon Wealth Management
California
$10.6M -$44.5K -1,140 -0.4%
PCIG
161
Partners Capital Investment Group
Massachusetts
$10.6M -$3.24M -83,005 -23%
New York State Common Retirement Fund
162
New York State Common Retirement Fund
New York
$10.6M -$176K -4,500 -2%
Wellington Management Group
163
Wellington Management Group
Massachusetts
$10.6M -$176K -4,500 -2%
CFG
164
Citizens Financial Group
Rhode Island
$10.4M +$10.4M +267,379 New
ST
165
Sentinel Trust
Texas
$10.3M -$613K -15,714 -6%
Cohen & Steers
166
Cohen & Steers
New York
$10.2M -$1.51M -38,664 -13%
Comerica Bank
167
Comerica Bank
Texas
$10.2M -$12.9M -331,212 -56%
SPIA
168
Steward Partners Investment Advisory
New York
$10.1M +$2.55M +65,305 +34%
TWM
169
TMD Wealth Management
Arizona
$10.1M +$48.6K +1,245 +0.5%
ACP
170
Aveo Capital Partners
Colorado
$10.1M +$1.55M +39,780 +18%
TA
171
Townsend & Associates
Colorado
$9.94M +$106K +2,790 +1%
WLIM
172
White Lighthouse Investment Management
Massachusetts
$9.91M +$199K +5,105 +2%
ACM
173
Arlington Capital Management
Illinois
$9.91M -$1.17M -29,859 -11%
EWM
174
Executive Wealth Management
Michigan
$9.9M +$5.54M +142,043 +127%
RL
175
Rogco LP
Oklahoma
$9.86M -$120K -3,086 -1%