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iShares Gold Trust
IAU

Overview Fund Activity

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$221M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$126M
3
GCWM
3
Graham Capital Wealth Management
District of Columbia
$113M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$289M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.52B

Top Sellers

1
Citigroup
1
Citigroup
New York
$21.7M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$922M
4
Jane Street
4
Jane Street
New York
$3.47M
5
LSAG
5
Lake Street Advisors Group
New Hampshire
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
226
Whitney & Co
New York
$6.18M +$59.4K +1,589 +1%
AF
227
Allworth Financial
California
$6.14M +$30.7K +822 +0.5%
TBWA
228
Three Bridge Wealth Advisors
California
$6.11M +$352K +9,414 +6%
BWP
229
BSW Wealth Partners
Colorado
$6.06M -$746K -19,969 -11%
PAG
230
Private Advisor Group
New Jersey
$6.02M -$254K -6,785 -4%
SFS
231
Sowell Financial Services
Arkansas
$6.02M +$1.51M +40,303 +33%
AA
232
Ancora Advisors
Ohio
$5.96M – – –
WDL
233
Well Done LLC
Michigan
$5.95M +$4.45M +119,113 +297%
CAM
234
CPA Asset Management
Florida
$5.91M -$14.6K -391 -0.2%
SAA
235
Southeast Asset Advisors
Georgia
$5.68M – – –
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$5.67M -$27.3K -730 -0.5%
GA
237
GFS Advisors
Texas
$5.62M +$11.9K +319 +0.2%
CWM
238
Cranbrook Wealth Management
Michigan
$5.58M +$70.9K +1,896 +1%
OPS
239
Orion Portfolio Solutions
Nebraska
$5.49M +$1.73M +46,328 +46%
BCI
240
Brinker Capital Investments
Pennsylvania
$5.49M +$3.42M +91,560 +165%
HW
241
Hamilton Wealth
California
$5.46M +$1.58M +42,210 +41%
CBA
242
Coastal Bridge Advisors
Connecticut
$5.4M -$610K -16,328 -10%
CB
243
Commerce Bank
Missouri
$5.37M -$3.74K -100 -0.1%
BAM
244
Belpointe Asset Management
Nevada
$5.3M +$2.13M +56,936 +67%
CA
245
Cetera Advisors
Colorado
$5.3M +$181K +4,840 +4%
PCWA
246
Pacific Capital Wealth Advisors
California
$5.27M +$1.06M +28,405 +25%
Wellington Management Group
247
Wellington Management Group
Massachusetts
$5.24M +$5.24M +140,200 New
SFG
248
StrategIQ Financial Group
Indiana
$5.22M -$65.4K -1,750 -1%
AGA
249
Arkos Global Advisors
Texas
$5.2M +$5.2M +139,193 New
MA
250
MBA Advisors
Pennsylvania
$5.18M +$158K +4,215 +3%
8 9
10
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