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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 %
Bank of America
1
Bank of America
North Carolina
$1.39B -$26.1M -620,447 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$962M -$3.45M -82,211 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$921M -$911M -21,680,952 -50%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$893M -$13.6M -323,298 -1%
CSIA
5
Charles Schwab Investment Advisory
California
$856M -$3.06M -72,811 -0.4%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$625M +$5.28M +125,739 +0.9%
Wells Fargo
7
Wells Fargo
California
$471M -$16.2M -386,625 -3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$455M -$62.9M -1,498,244 -12%
AllianceBernstein
9
AllianceBernstein
Tennessee
$409M -$9.08M -216,210 -2%
LPL Financial
10
LPL Financial
California
$297M +$3.77M +89,671 +1%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$265M -$23.8M -573,809 -8%
MB
12
Mizuho Bank
Japan
$252M -$84M -2,000,000 -25%
Ameriprise
13
Ameriprise
Minnesota
$229M -$26.3M -625,533 -10%
WI
14
WealthNavi Inc
Japan
$221M +$35.1M +834,759 +19%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$179M -$8.76M -208,425 -5%
HighTower Advisors
16
HighTower Advisors
Illinois
$163M -$4.97M -118,240 -3%
RJA
17
Raymond James & Associates
Florida
$161M +$6.81M +162,040 +4%
PC
18
Packer & Co
Australia
$151M
BlackRock
19
BlackRock
New York
$147M +$3.48M +82,956 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$140M -$12.1M -287,874 -8%
Cerity Partners
21
Cerity Partners
New York
$129M -$1.38M -32,624 -1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$128M +$731K +17,402 +0.6%
KeyBank National Association
23
KeyBank National Association
Ohio
$127M +$3.91M +93,186 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$120M -$6.55M -156,000 -5%
ET
25
Equitable Trust
Tennessee
$113M +$5.37M +127,828 +5%