IAU icon

iShares Gold Trust

1,058 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 346 increasing their positions, 386 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+26
Holders Change %
+2.52%
% of All Funds
16.69%
Holding in Top 10
93
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.71%
% of All Funds
1.47%
New
87
Increased
346
Reduced
386
Closed
49
Calls
$191M
Puts
$151M
Net Calls
+$39.7M
Net Calls Change
-$98.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TBWA
226
Three Bridge Wealth Advisors
California
$6.3M +$345K +9,475 +6%
AF
227
Allworth Financial
California
$6.28M +$305K +8,383 +5%
NAM
228
NTV Asset Management
West Virginia
$6.26M +$45.5K +1,250 +0.7%
RCAG
229
Rehmann Capital Advisory Group
Michigan
$6.19M -$134K -3,676 -2%
GI
230
GAMCO Investors
Connecticut
$6.14M -$291K -8,000 -5%
GP
231
Greenline Partners
New York
$6.1M -$728 -20 -0%
WFA
232
Wellspring Financial Advisors
Ohio
$5.99M -$367K -10,076 -6%
Nomura Asset Management
233
Nomura Asset Management
Japan
$5.93M -$1.17M -32,100 -16%
AWM
234
Axxcess Wealth Management
California
$5.88M -$191K -5,252 -3%
WDL
235
Well Done LLC
Michigan
$5.88M +$83.8K +2,302 +1%
BWP
236
BSW Wealth Partners
Colorado
$5.86M -$44.8K -1,230 -0.8%
AA
237
Ancora Advisors
Ohio
$5.75M -$55.1K -1,514 -0.9%
CAM
238
CPA Asset Management
Florida
$5.71M -$38K -1,045 -0.7%
VCM
239
Vivaldi Capital Management
Illinois
$5.7M -$409K -11,251 -7%
SFS
240
Sowell Financial Services
Arkansas
$5.7M -$157K -4,310 -3%
MIA
241
MainStreet Investment Advisors
Illinois
$5.67M -$2.72M -74,653 -32%
SL
242
Systelligence LLC
Minnesota
$5.66M -$4.14M -113,790 -42%
PAG
243
Private Advisor Group
New Jersey
$5.61M -$279K -7,611 -5%
SAA
244
Southeast Asset Advisors
Georgia
$5.53M
KPWS
245
Kestra Private Wealth Services
Texas
$5.5M +$876K +24,063 +19%
BRWA
246
B. Riley Wealth Advisors
Florida
$5.48M -$1.83M -50,200 -25%
IWP
247
Insight Wealth Partners
Texas
$5.47M -$716K -19,665 -12%
BCI
248
Brinker Capital Investments
Pennsylvania
$5.43M +$86.4K +2,374 +2%
OPS
249
Orion Portfolio Solutions
Nebraska
$5.43M +$86.4K +2,374 +2%
CWM
250
Cranbrook Wealth Management
Michigan
$5.41M -$18.1K -496 -0.3%