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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 %
MCM
176
Morton Capital Management
California
$10.3M -$34.4K -818 -0.3%
UB
177
UMB Bank
Missouri
$10.3M -$142K -3,378 -1%
NA
178
Nottingham Advisors
New York
$10.3M -$229K -5,457 -2%
BHWA
179
Beacon Harbor Wealth Advisors
Virginia
$10.1M +$525K +12,486 +5%
AIS
180
American Investment Services
Massachusetts
$10.1M -$144K -3,439 -1%
LRIA
181
Leonard Rickey Investment Advisors
Washington
$10.1M +$6.59M +156,790 +188%
SIAG
182
Signet Investment Advisory Group
Rhode Island
$9.8M +$356K +8,469 +4%
RCA
183
Resonant Capital Advisors
Wisconsin
$9.71M +$16.2K +386 +0.2%
EW
184
Evoke Wealth
California
$9.67M +$8.76M +208,405 +961%
SAMC
185
Spectrum Asset Management (California)
California
$9.65M -$619K -14,732 -6%
NPP
186
New Potomac Partners
Maryland
$9.56M +$126K +3,003 +1%
SIC
187
Sigma Investment Counselors
Michigan
$9.4M +$132K +3,146 +1%
Wealth Enhancement Advisory Services
188
Wealth Enhancement Advisory Services
Minnesota
$9.31M -$420K -9,996 -4%
Barclays
189
Barclays
United Kingdom
$9.27M +$535K +12,730 +6%
EAMA
190
EFG Asset Management (Americas)
Florida
$9.25M +$6.43M +152,944 +227%
PHIMC
191
Private Harbour Investment Management & Counsel
Ohio
$9.07M -$128K -3,037 -1%
BL
192
BCWM LLC
Kansas
$9M +$1.37M +32,716 +18%
OPCM
193
Osborne Partners Capital Management
California
$8.96M -$178K -4,243 -2%
YCG
194
Yeomans Consulting Group
Georgia
$8.92M +$2.65M +63,061 +42%
ULWM
195
Upper Left Wealth Management
Florida
$8.89M +$551K +13,113 +7%
MFIM
196
Mesirow Financial Investment Management
Illinois
$8.88M +$3.33M +79,291 +60%
JFA
197
JNBA Financial Advisors
Minnesota
$8.72M -$1.3M -31,032 -13%
FWM
198
Forza Wealth Management
Florida
$8.53M -$65.2K -1,552 -0.8%
PCIA
199
Prime Capital Investment Advisors
Kansas
$8.42M -$8.23K -196 -0.1%
Toronto Dominion Bank
200
Toronto Dominion Bank
Ontario, Canada
$8.4M -$10.1M -240,000 -55%