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iShares Gold Trust
IAU

Overview Fund Activity

1,140 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 317 increasing their positions, 429 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+109
Holders Change %
+10.57%
% of All Funds
16.71%
Holding in Top 10
108
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.2%
% of All Funds
1.58%
New
170
Increased
317
Reduced
429
Closed
49
Calls
$268M
Puts
$523M
Net Calls
-$255M
Net Calls Change
-$132M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.7B
2
Charles Schwab
Charles Schwab
California
$237M
3
Jane Street
Jane Street
New York
$163M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$481M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$78.9M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$174M
2
HighTower Advisors
HighTower Advisors
Illinois
$156M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$897M
5
Bank of America
Bank of America
North Carolina
$1.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
226
GAMCO Investors
Connecticut
$6.57M – – –
GP
227
Greenline Partners
New York
$6.55M +$5.15K +132 +0.1%
AFG
228
Altiora Financial Group
Ohio
$6.54M +$2.07M +53,121 +46%
Brown Advisory
229
Brown Advisory
Maryland
$6.54M -$374K -9,590 -5%
TW
230
Transform Wealth
Colorado
$6.52M +$89.8K +2,300 +1%
WC
231
Weil Company
California
$6.52M +$2.6M +66,704 +66%
LWA
232
Lowe Wealth Advisors
Maryland
$6.5M -$157K -4,023 -2%
CASB
233
Cape Ann Savings Bank
Massachusetts
$6.49M -$79.8K -2,072 -1%
SFS
234
Sowell Financial Services
Arkansas
$6.46M -$19.6K -502 -0.3%
TCM
235
Towneley Capital Management
California
$6.45M +$6.45M +165,231 New
MOS
236
MGO One Seven
Ohio
$6.44M -$244K -6,240 -4%
SP
237
Stablepoint Partners
Massachusetts
$6.36M +$6.36M +163,011 New
ASG
238
Ariston Services Group
California
$6.32M +$6.32M +161,907 New
FCI
239
Financial Counselors Inc
Kansas
$6.29M +$42.5K +1,088 +0.7%
WDL
240
Well Done LLC
Michigan
$6.29M -$283K -7,243 -4%
WFA
241
Wellspring Financial Advisors
Ohio
$6.27M -$81.7K -2,093 -1%
GFS
242
GYL Financial Synergies
Connecticut
$6.26M -$668K -17,103 -10%
GA
243
GFS Advisors
Texas
$6.25M +$611K +15,650 +11%
AA
244
Ancora Advisors
Ohio
$6.18M – – –
IWP
245
Insight Wealth Partners
Texas
$6.08M +$266K +6,809 +5%
NA
246
Nottingham Advisors
New York
$6.06M -$2.12M -87,357 -26%
FA
247
FDx Advisors
Illinois
$6.05M -$195K -4,994 -3%
BWP
248
BSW Wealth Partners
Colorado
$6.03M -$262K -6,721 -4%
SC
249
Scotia Capital
Ontario, Canada
$5.95M +$1.73M +44,305 +41%
SJGA
250
Stephen J. Garry & Associates
New York
$5.94M +$5.94M +152,119 New
8 9
10
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