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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 %
UB
176
UMB Bank
Missouri
$9.67M -$360K -9,234 -4%
WAM
177
Wallington Asset Management
Indiana
$9.61M +$308K +7,900 +3%
MCM
178
Morton Capital Management
California
$9.61M -$289K -7,400 -3%
AIS
179
American Investment Services
Massachusetts
$9.55M -$326K -8,342 -3%
SAMC
180
Spectrum Asset Management (California)
California
$9.54M +$918K +23,509 +11%
VCM
181
Verger Capital Management
North Carolina
$9.33M
ANTB
182
AMG National Trust Bank
Colorado
$9.32M +$791K +20,255 +9%
JFA
183
JNBA Financial Advisors
Minnesota
$9.31M -$216K -5,533 -2%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$9.04M -$1.05M -26,824 -10%
RCA
185
Resonant Capital Advisors
Wisconsin
$9M -$4.71M -120,787 -34%
FAT
186
First American Trust
California
$8.99M +$2M +51,157 +29%
BHWA
187
Beacon Harbor Wealth Advisors
Virginia
$8.94M +$8.94M +228,947 New
SIAG
188
Signet Investment Advisory Group
Rhode Island
$8.77M +$13K +333 +0.1%
NPP
189
New Potomac Partners
Maryland
$8.77M -$93.1K -2,385 -1%
SIC
190
Sigma Investment Counselors
Michigan
$8.61M +$159K +4,081 +2%
PHIMC
191
Private Harbour Investment Management & Counsel
Ohio
$8.55M -$154K -3,950 -2%
CAM
192
CPA Asset Management
Florida
$8.52M +$2.4M +61,371 +39%
OPCM
193
Osborne Partners Capital Management
California
$8.49M -$196K -5,018 -2%
BP
194
Ballentine Partners
Massachusetts
$8.47M -$125K -3,214 -1%
LIM
195
Leavell Investment Management
Alabama
$8.21M +$140K +3,596 +2%
HFA
196
Highland Financial Advisors
New Jersey
$8.18M -$266K -6,805 -3%
Barclays
197
Barclays
United Kingdom
$8.11M +$2.44M +62,575 +43%
FWM
198
Forza Wealth Management
Florida
$7.99M -$59.5K -1,525 -0.7%
PCIA
199
Prime Capital Investment Advisors
Kansas
$7.83M +$428K +10,955 +6%
MWM
200
MinichMacGregor Wealth Management
New York
$7.76M -$358K -9,164 -4%