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iShares Gold Trust
IAU

Overview Fund Activity

1,009 hedge funds and large institutions have $16.4B invested in iShares Gold Trust in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 261 increasing their positions, 410 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+54
Holders Change %
+5.65%
% of All Funds
16.28%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.55%
New
137
Increased
261
Reduced
410
Closed
63
Calls
$39.2M
Puts
$3.61M
Net Calls
+$35.6M
Net Calls Change
-$26.7M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$298M
2
Cerity Partners
Cerity Partners
New York
$88.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$159M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$183M
5
ET
Equitable Trust
Tennessee
$69.7M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$1.62B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$921M
3
Jane Street
Jane Street
New York
$86.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$14.8M
5
Bank of America
Bank of America
North Carolina
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
226
Coastal Bridge Advisors
Connecticut
$5.56M -$707K -20,448 -11%
WQ
227
Wealth Quarterback
New Jersey
$5.54M +$114K +3,298 +2%
SPC
228
Sigma Planning Corp
Michigan
$5.53M -$158K -4,556 -3%
AA
229
Ancora Advisors
Ohio
$5.52M -$31.3K -905 -0.6%
CAM
230
CPA Asset Management
Florida
$5.48M +$5.48M +158,426 New
TWA
231
TPB Wealth Advisors
Texas
$5.42M -$122K -3,417 -2%
TBWA
232
Three Bridge Wealth Advisors
California
$5.33M +$1.21M +35,047 +29%
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$5.27M +$603K +17,423 +13%
SAA
234
Southeast Asset Advisors
Georgia
$5.25M – – –
GA
235
GFS Advisors
Texas
$5.19M -$131K -3,774 -2%
CWM
236
Cranbrook Wealth Management
Michigan
$5.1M -$122K -3,539 -2%
CB
237
Commerce Bank
Missouri
$4.97M – – –
SFG
238
StrategIQ Financial Group
Indiana
$4.9M – – –
Vontobel Holding
239
Vontobel Holding
Switzerland
$4.85M +$1.88M +54,480 +63%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$4.83M -$2.48M -71,678 -34%
CA
241
Cetera Advisors
Colorado
$4.74M +$1.09M +31,548 +30%
MIC
242
Meridian Investment Counsel
California
$4.71M -$21K -608 -0.4%
PTC
243
Philadelphia Trust Company
Pennsylvania
$4.65M +$4.65M +134,541 New
MA
244
MBA Advisors
Pennsylvania
$4.65M +$111K +3,200 +2%
FCIM
245
Fairview Capital Investment Management
California
$4.64M -$859K -24,825 -16%
SAMC
246
Spectrum Asset Management (California)
California
$4.58M -$2.02M -58,287 -31%
NA
247
NewEdge Advisors
Louisiana
$4.58M +$399K +12,036 +10%
FNBT
248
FineMark National Bank & Trust
Florida
$4.57M -$1.88M -54,313 -29%
BRWA
249
B. Riley Wealth Advisors
Florida
$4.57M +$1.14M +33,072 +33%
FA
250
Fermata Advisors
California
$4.54M +$137K +3,952 +3%
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