IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

955 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 269 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-49
Holders Change %
-4.88%
% of All Funds
16.51%
Holding in Top 10
99
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-18.85%
% of All Funds
1.71%
New
59
Increased
269
Reduced
427
Closed
90
Calls
$66.7M
Puts
$4.5M
Net Calls
+$62.2M
Net Calls Change
+$15.2M

Top Buyers

1
Jane Street
1
Jane Street
New York
$264M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.41B
3
LPL Financial
3
LPL Financial
California
$218M
4
Citigroup
4
Citigroup
New York
$253M
5
PCA
5
Personal Capital Advisors
California
$444M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$679M
2
PCP
2
Proficio Capital Partners
Massachusetts
$77.2M
3
Wells Fargo
3
Wells Fargo
California
$386M
4
FFA
4
First Foundation Advisors
California
$21.8M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
276
Arax Advisory Partners
Colorado
$3.52M -$134K -4,252 -4%
IC
277
Inscription Capital
Texas
$3.52M – – –
CWM
278
Congress Wealth Management
Massachusetts
$3.47M +$3.25M +103,156 +1,489%
TW
279
TrinityPoint Wealth
Connecticut
$3.44M -$266K -8,421 -7%
AWM
280
Apollon Wealth Management
South Carolina
$3.41M +$312K +9,897 +10%
AIP
281
Almanack Investment Partners
Pennsylvania
$3.41M +$1.61M +51,070 +89%
LNWTC
282
Laird Norton Wetherby Trust Company
Washington
$3.39M +$1.35M +42,966 +66%
EFM
283
E Fund Management
China
$3.34M -$370K -11,748 -10%
CA
284
Corrado Advisors
New Jersey
$3.34M -$108K -3,417 -3%
CCG
285
Cypress Capital Group
Florida
$3.33M -$59.9K -1,900 -2%
CA
286
Cetera Advisors
Colorado
$3.32M -$134K -4,250 -4%
CCG
287
Chatham Capital Group
Georgia
$3.32M -$487K -15,440 -13%
PWM
288
Perigon Wealth Management
California
$3.3M -$254K -8,067 -7%
PHAM
289
Palisades Hudson Asset Management
Florida
$3.29M – – –
KWM
290
Kingsview Wealth Management
Oregon
$3.28M -$626K -19,842 -16%
AWP
291
Accretive Wealth Partners
New Jersey
$3.25M -$51.5K -1,633 -2%
Bessemer Group
292
Bessemer Group
New Jersey
$3.25M -$336K -10,650 -9%
HW
293
Hamilton Wealth
California
$3.21M +$11.1K +352 +0.3%
HSBC Holdings
294
HSBC Holdings
United Kingdom
$3.18M -$97.8K -3,100 -3%
BFM
295
Boston Financial Management
Massachusetts
$3.17M +$45.3K +1,437 +1%
PA
296
Parallel Advisors
California
$3.16M +$2.06M +65,309 +187%
DA
297
DCF Advisers
Connecticut
$3.15M – – –
BRWA
298
B. Riley Wealth Advisors
Florida
$3.12M -$2.25M -71,289 -42%
AAS
299
Avantax Advisory Services
Texas
$3.11M +$233K +7,388 +8%
OC
300
Oppenheimer & Co
New York
$3.09M +$721K +22,872 +30%
10 11
12
13 14