IAU icon

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 %
PFM
251
Patton Fund Management
Texas
$4.51M -$69.8K -2,019 -2%
SGI
252
Summit Global Investments
Utah
$4.48M +$2.4M +69,329 +115%
ACA
253
Ackerman Capital Advisors
Texas
$4.45M -$62.1K -1,795 -1%
KC
254
Kades & Cheifetz
Pennsylvania
$4.44M +$4.44M +128,448 New
PA
255
Parallel Advisors
California
$4.44M +$976K +28,203 +28%
BFP
256
Briaud Financial Planning
Texas
$4.42M -$7.26K -210 -0.2%
SC
257
Scotia Capital
Ontario, Canada
$4.42M -$84.3K -2,438 -2%
BP
258
Ballentine Partners
Massachusetts
$4.38M +$17.3K +500 +0.4%
CT
259
Cambridge Trust
Massachusetts
$4.31M -$416K -12,020 -9%
M&T Bank
260
M&T Bank
New York
$4.28M -$28.5M -823,315 -87%
SFS
261
Sowell Financial Services
Arkansas
$4.17M +$805K +23,272 +24%
WFG
262
Wills Financial Group
Virginia
$4.14M -$82.2K -2,375 -2%
NCM
263
Northside Capital Management
Oregon
$4.06M +$2.43M +70,225 +149%
AIM
264
Alhambra Investment Management
Florida
$4.04M +$51.2K +1,480 +1%
SCI
265
Stableford Capital II
Arizona
$4.02M -$27.1K -763 -0.7%
AF
266
Advisornet Financial
Minnesota
$3.93M -$666K -19,241 -14%
Nomura Asset Management
267
Nomura Asset Management
Japan
$3.92M +$3.26M +94,200 +489%
AWP
268
Accretive Wealth Partners
New Jersey
$3.92M +$353K +10,200 +10%
LWM
269
Laidlaw Wealth Management
New York
$3.9M -$125K -3,627 -3%
VCM
270
Versant Capital Management
Arizona
$3.9M -$104K -3,011 -3%
PCWA
271
Pacific Capital Wealth Advisors
California
$3.89M -$842K -24,354 -18%
FHA
272
First Horizon Advisors
Tennessee
$3.88M -$1.02M -29,500 -21%
MOS
273
MGO One Seven
Ohio
$3.88M -$2.94M -85,060 -43%
GA
274
Gateway Advisory
New Jersey
$3.87M -$149K -4,319 -4%
DI
275
DFPG Investments
Utah
$3.81M +$431K +12,099 +13%
9 10
11
12 13