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iShares Gold Trust

959 hedge funds and large institutions have $17B invested in iShares Gold Trust in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 357 increasing their positions, 290 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
-18
Holders Change %
-1.84%
% of All Funds
15.18%
Holding in Top 10
116
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+14.85%
% of All Funds
1.84%
New
126
Increased
357
Reduced
290
Closed
132
Calls
$69.7M
Puts
$5.67M
Net Calls
+$64M
Net Calls Change
+$34.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
176
Howland Capital Management
Massachusetts
$10.4M +$181K +4,926 +2%
TF
177
Trek Financial
Arizona
$10.3M +$10.3M +280,890 New
WFA
178
Wellspring Financial Advisors
Ohio
$10.3M +$1.3M +35,332 +14%
FNBT
179
FineMark National Bank & Trust
Florida
$10.1M +$2.01M +54,442 +25%
NPP
180
New Potomac Partners
Maryland
$10.1M +$25.8K +700 +0.3%
SFP
181
Sterling Financial Planning
New Jersey
$9.95M +$1.03M +27,983 +12%
BHWA
182
Beacon Harbor Wealth Advisors
Virginia
$9.91M +$9.91M +269,053 New
PC
183
Permanens Capital
New York
$9.87M +$2.87M +78,007 +41%
CAL
184
Capital Analysts LLC
Pennsylvania
$9.87M +$9.68M +262,932 +5,177%
LCM
185
LVM Capital Management
Michigan
$9.65M -$1.17M -31,836 -11%
LG
186
Leuthold Group
Minnesota
$9.62M -$367K -9,961 -4%
CWM
187
Chemistry Wealth Management
New York
$9.55M +$9.55M +259,217 New
TWM
188
TMD Wealth Management
Arizona
$9.5M -$446K -12,096 -4%
SIAG
189
Signet Investment Advisory Group
Rhode Island
$9.16M -$205K -5,566 -2%
SC
190
Sinecera Capital
Texas
$9.08M +$146K +3,977 +2%
WLIM
191
White Lighthouse Investment Management
Massachusetts
$9.05M +$54.2K +1,472 +0.6%
PHIMC
192
Private Harbour Investment Management & Counsel
Ohio
$8.91M -$71K -1,927 -0.8%
MNG
193
Manning & Napier Group
New York
$8.8M -$8.5M
VCM
194
Verger Capital Management
North Carolina
$8.72M
CFG
195
CMC Financial Group
Georgia
$8.6M +$8.6M +240,989 New
EWM
196
Executive Wealth Management
Michigan
$8.46M +$4.25M +115,445 +101%
WC
197
Whitney & Co
New York
$8.18M +$286K +7,756 +4%
WAM
198
Wallington Asset Management
Indiana
$8.13M +$1.28M +36,058 +19%
AWM
199
AE Wealth Management
Kansas
$8.1M -$2.07M -56,316 -20%
RCAG
200
Rehmann Capital Advisory Group
Michigan
$8.08M +$632K +17,013 +8%