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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 %
OAM
151
Oppenheimer Asset Management
New York
$12.5M -$2.21M -52,565 -15%
FA
152
Faithward Advisors
Pennsylvania
$12.3M +$191K +4,541 +2%
CWM
153
Chemistry Wealth Management
New York
$12.3M +$301K +7,155 +3%
LFA
154
Legend Financial Advisors
Pennsylvania
$12.2M +$75K +1,785 +0.6%
BCM
155
Brookstone Capital Management
Illinois
$12.1M -$424K -10,086 -3%
US Bancorp
156
US Bancorp
Minnesota
$11.9M -$426K -10,147 -3%
TWM
157
TMD Wealth Management
Arizona
$11.6M +$739K +17,583 +7%
RAM
158
Resona Asset Management
Japan
$11.6M +$11.6M +276,645 New
TA
159
Townsend & Associates
Colorado
$11.6M +$98K +2,231 +0.9%
LCM
160
LVM Capital Management
Michigan
$11.6M -$58.2K -1,385 -0.5%
VHAM
161
Van Hulzen Asset Management
California
$11.5M +$17.1K +406 +0.1%
ANTB
162
AMG National Trust Bank
Colorado
$11.4M +$1.4M +33,319 +14%
ACP
163
Aveo Capital Partners
Colorado
$11.3M +$25.1K +577 +0.2%
WLIM
164
White Lighthouse Investment Management
Massachusetts
$11.1M +$479K +11,395 +4%
PWM
165
Perigon Wealth Management
California
$11M -$411K -9,786 -4%
SS
166
Sunbelt Securities
Texas
$10.7M -$5.37M -127,715 -33%
PI
167
Parkside Investments
Illinois
$10.6M -$1.33M -31,717 -11%
WAM
168
Wallington Asset Management
Indiana
$10.5M +$162K +3,850 +2%
KPF
169
K2 Principal Fund
Ontario, Canada
$10.5M +$8.69M +206,800 +479%
ACM
170
Arlington Capital Management
Illinois
$10.5M -$170K -4,048 -2%
SPIA
171
Steward Partners Investment Advisory
New York
$10.5M -$424K -10,104 -4%
FTS
172
Fifth Third Securities
Ohio
$10.5M -$1.78M -42,339 -15%
RL
173
Rogco LP
Oklahoma
$10.4M -$171K -4,082 -2%
ST
174
Sentinel Trust
Texas
$10.4M -$643K -15,296 -6%
FAT
175
First American Trust
California
$10.4M +$722K +17,185 +7%