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iShares Gold Trust
IAU

Overview Fund Activity

1,031 hedge funds and large institutions have $13.7B invested in iShares Gold Trust in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 309 increasing their positions, 433 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
-27
Holders Change %
-2.55%
% of All Funds
16.44%
Holding in Top 10
98
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.38%
% of All Funds
1.56%
New
60
Increased
309
Reduced
433
Closed
70
Calls
$266M
Puts
$389M
Net Calls
-$123M
Net Calls Change
-$162M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$360M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$241M
3
WI
3
WealthNavi Inc
Japan
$137M
4
FCAS
4
First Command Advisory Services
Texas
$50.5M
5
AWM
5
Axxcess Wealth Management
California
$38.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$215M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$828M
3
Charles Schwab
3
Charles Schwab
California
$65.1M
4
CAM
4
Cresset Asset Management
Illinois
$57.3M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$751M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
226
MGO One Seven
Ohio
$5.99M +$2.54M +72,522 +73%
LWA
227
Lowe Wealth Advisors
Maryland
$5.97M -$3.08M -88,087 -34%
CASB
228
Cape Ann Savings Bank
Massachusetts
$5.97M -$212K -6,066 -3%
RCAG
229
Rehmann Capital Advisory Group
Michigan
$5.93M -$18.5K -529 -0.3%
WDL
230
Well Done LLC
Michigan
$5.89M +$242K +6,915 +4%
GI
231
GAMCO Investors
Connecticut
$5.89M -$7K -200 -0.1%
GP
232
Greenline Partners
New York
$5.87M -$35 -1 -0%
P
233
Pariax
California
$5.86M +$1.2M +34,195 +26%
SFS
234
Sowell Financial Services
Arkansas
$5.8M +$322K +9,215 +6%
CB
235
Commerce Bank
Missouri
$5.78M +$709K +20,275 +14%
TW
236
Transform Wealth
Colorado
$5.76M -$6.11M -174,513 -51%
HW
237
Hamilton Wealth
California
$5.71M +$772K +22,064 +16%
WFA
238
Wellspring Financial Advisors
Ohio
$5.7M -$65.6K -1,875 -1%
BWP
239
BSW Wealth Partners
Colorado
$5.65M +$13.4K +384 +0.2%
SC
240
Sinecera Capital
Texas
$5.62M -$1.8M -51,310 -24%
FCI
241
Financial Counselors Inc
Kansas
$5.6M +$5.6M +160,152 New
FA
242
FDx Advisors
Illinois
$5.6M -$7.15M -204,269 -56%
AA
243
Ancora Advisors
Ohio
$5.54M +$9.94K +284 +0.2%
CAM
244
CPA Asset Management
Florida
$5.49M -$3.81K -109 -0.1%
SL
245
Systelligence LLC
Minnesota
$5.41M -$40.5K -1,158 -0.7%
SAA
246
Southeast Asset Advisors
Georgia
$5.31M – – –
Toronto Dominion Bank
247
Toronto Dominion Bank
Ontario, Canada
$5.25M -$7M -200,000 -57%
PAG
248
Private Advisor Group
New Jersey
$5.24M -$125K -3,570 -2%
PFM
249
Patton Fund Management
Texas
$5.23M +$366K +10,447 +8%
IWP
250
Insight Wealth Partners
Texas
$5.21M -$51.4K -1,468 -1%
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