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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 %
PC
201
Permanens Capital
New York
$7.75M -$2.25M -57,586 -22%
ULWM
202
Upper Left Wealth Management
Florida
$7.74M -$743K -19,037 -9%
SWP
203
Stratos Wealth Partners
Ohio
$7.65M -$966K -24,747 -11%
SCP
204
Silverleafe Capital Partners
Tennessee
$7.61M +$29.5K +757 +0.4%
AGA
205
Arkos Global Advisors
Texas
$7.57M +$235K +6,014 +3%
LF
206
LifePlan Financial
Minnesota
$7.52M +$7.52M +192,713 New
CHAM
207
Clear Harbor Asset Management
Connecticut
$7.5M -$76.4K -1,957 -1%
WMP
208
Wealth Management Partners
Arizona
$7.47M +$135K +3,449 +2%
NAM
209
NTV Asset Management
West Virginia
$7.42M +$631K +16,173 +9%
PSA
210
Plum Street Advisors
Louisiana
$7.4M +$7.4M +189,664 New
P
211
Pariax
California
$7.37M +$842K +21,565 +13%
HNB
212
Huntington National Bank
Ohio
$7.28M -$6.56M
RCAG
213
Rehmann Capital Advisory Group
Michigan
$7.22M +$602K +15,423 +9%
SC
214
Sapient Capital
Indiana
$7.22M +$7.22M +184,859 New
NA
215
NewEdge Advisors
Louisiana
$7.18M -$89.6K -2,314 -1%
OIS
216
Okabena Investment Services
Minnesota
$7.09M -$426K -10,923 -6%
BL
217
BCWM LLC
Kansas
$7.09M +$4.76K +122 +0.1%
TBWA
218
Three Bridge Wealth Advisors
California
$7.01M +$280K +7,173 +4%
BRWA
219
B. Riley Wealth Advisors
Florida
$7M +$2.84M +72,863 +68%
HW
220
Hamilton Wealth
California
$6.93M +$562K +14,388 +9%
GA
221
Gateway Advisory
New Jersey
$6.89M -$275K -7,043 -4%
CB
222
Commerce Bank
Missouri
$6.8M +$352K +9,027 +5%
Luther King Capital Management (LKCM)
223
Luther King Capital Management (LKCM)
Texas
$6.77M -$6.95M
SL
224
Systelligence LLC
Minnesota
$6.61M +$583K +14,936 +10%
AF
225
Allworth Financial
California
$6.61M -$210K -5,391 -3%