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iShares Gold Trust
IAU

Overview Fund Activity

955 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 269 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-49
Holders Change %
-4.88%
% of All Funds
16.51%
Holding in Top 10
99
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-18.85%
% of All Funds
1.71%
New
59
Increased
269
Reduced
427
Closed
90
Calls
$66.7M
Puts
$4.5M
Net Calls
+$62.2M
Net Calls Change
+$15.2M

Top Buyers

1
Jane Street
1
Jane Street
New York
$264M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.41B
3
LPL Financial
3
LPL Financial
California
$218M
4
Citigroup
4
Citigroup
New York
$253M
5
PCA
5
Personal Capital Advisors
California
$444M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$679M
2
PCP
2
Proficio Capital Partners
Massachusetts
$77.2M
3
Wells Fargo
3
Wells Fargo
California
$386M
4
FFA
4
First Foundation Advisors
California
$21.8M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
226
Sumitomo Mitsui DS Asset Management
Japan
$5.15M +$2.06M +65,250 +67%
SCA
227
Spearhead Capital Advisors
Florida
$5.13M -$374K -11,849 -7%
Thrivent Financial for Lutherans
228
Thrivent Financial for Lutherans
Minnesota
$5.12M -$1.86M -58,881 -27%
CIBC World Market
229
CIBC World Market
Ontario, Canada
$5.1M +$903K +28,638 +22%
AF
230
Allworth Financial
California
$5.08M +$193K +6,116 +4%
AA
231
Ancora Advisors
Ohio
$5.06M -$18.4K -582 -0.4%
FCIM
232
Fairview Capital Investment Management
California
$5.01M -$38.4K -1,218 -0.8%
WQ
233
Wealth Quarterback
New Jersey
$4.94M -$94.5K -2,998 -2%
TWA
234
TPB Wealth Advisors
Texas
$4.91M +$136K +4,310 +3%
GA
235
GFS Advisors
Texas
$4.85M -$371K -11,777 -7%
SC
236
Sepio Capital
Utah
$4.8M +$320K +10,139 +7%
SAA
237
Southeast Asset Advisors
Georgia
$4.79M – – –
CWM
238
Cranbrook Wealth Management
Michigan
$4.76M -$32.6K -1,034 -0.7%
AWM
239
Axxcess Wealth Management
California
$4.67M -$930K -29,512 -17%
CB
240
Community Bank
New York
$4.58M -$163K -5,170 -3%
CB
241
Commerce Bank
Missouri
$4.53M -$26.7K -846 -0.6%
FHA
242
First Horizon Advisors
Tennessee
$4.47M -$1.12M -35,466 -20%
SFG
243
StrategIQ Financial Group
Indiana
$4.46M -$613K -19,434 -12%
US Bancorp
244
US Bancorp
Minnesota
$4.39M -$202K -6,395 -4%
AssetMark Inc
245
AssetMark Inc
California
$4.36M +$1.02M +32,451 +31%
PCWA
246
Pacific Capital Wealth Advisors
California
$4.32M +$1.52M +48,227 +54%
MIC
247
Meridian Investment Counsel
California
$4.32M -$29.5K -936 -0.7%
CT
248
Cambridge Trust
Massachusetts
$4.31M -$268K -8,492 -6%
Cetera Investment Advisers
249
Cetera Investment Advisers
Illinois
$4.26M -$34.8K -1,105 -0.8%
EPM
250
Elm Partners Management
Pennsylvania
$4.2M +$870K +27,584 +26%
8 9
10
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