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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 %
OFW
251
Omnia Family Wealth
Florida
$5.19M -$1.05M -29,972 -17%
KPWS
252
Kestra Private Wealth Services
Texas
$5.17M -$113K -3,225 -2%
CWM
253
Cranbrook Wealth Management
Michigan
$5.14M -$64K -1,828 -1%
ACA
254
Ackerman Capital Advisors
Texas
$5.08M +$682K +19,499 +15%
Barclays
255
Barclays
United Kingdom
$5.08M +$965K +27,568 +23%
GA
256
GFS Advisors
Texas
$5.06M -$99.5K -2,844 -2%
CBA
257
Coastal Bridge Advisors
Connecticut
$5.05M – – –
AIM
258
Alhambra Investment Management
Florida
$5.04M +$1.03M +29,426 +26%
VCM
259
Vivaldi Capital Management
Illinois
$5.01M -$477K -13,627 -9%
FA
260
Fermata Advisors
California
$4.93M +$391K +11,177 +9%
SFG
261
StrategIQ Financial Group
Indiana
$4.89M – – –
MA
262
MBA Advisors
Pennsylvania
$4.84M +$12.2K +348 +0.3%
FCIM
263
Fairview Capital Investment Management
California
$4.67M +$59.2K +1,692 +1%
CA
264
Cetera Advisors
Colorado
$4.65M -$150K -4,280 -3%
MIC
265
Meridian Investment Counsel
California
$4.58M -$148K -4,218 -3%
KC
266
Kades & Cheifetz
Pennsylvania
$4.51M -$18.5K -528 -0.4%
HPIA
267
Hamilton Point Investment Advisors
North Carolina
$4.46M +$61.2K +1,750 +1%
PFO
268
Pathstone Family Office
New Jersey
$4.43M +$1M +28,584 +29%
BCI
269
Brinker Capital Investments
Pennsylvania
$4.4M -$828K -23,668 -16%
OPS
270
Orion Portfolio Solutions
Nebraska
$4.4M -$828K -23,668 -16%
RCM
271
Regency Capital Management
Hawaii
$4.31M +$863K +24,650 +25%
SCI
272
Stableford Capital II
Arizona
$4.23M -$263 -7 -0%
BFP
273
Briaud Financial Planning
Texas
$4.22M -$9.52K -272 -0.2%
BIP
274
Blueprint Investment Partners
North Carolina
$4.22M -$3.02M -86,192 -42%
DI
275
DFPG Investments
Utah
$4.17M -$138K -3,724 -3%
9 10
11
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