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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 %
GWSA
276
Global Wealth Strategies & Associates
Colorado
$3.8M +$3.8M +109,740 New
MWM
277
Maltin Wealth Management
New Jersey
$3.77M -$95.5K -2,760 -2%
WC
278
Weil Company
California
$3.77M +$863K +24,960 +30%
AWM
279
Apollon Wealth Management
South Carolina
$3.69M -$48.3K -1,397 -1%
RFO
280
RiverGlades Family Offices
Florida
$3.67M +$3.67M +106,098 New
SBH
281
Segall Bryant & Hamill
Illinois
$3.67M -$234K -6,763 -6%
EFM
282
E Fund Management
China
$3.66M – – –
IC
283
Inscription Capital
Texas
$3.66M -$202K -5,834 -5%
CCG
284
Cypress Capital Group
Florida
$3.66M +$3.01K +87 +0.1%
PHS
285
Pekin Hardy Strauss
Illinois
$3.65M -$787K -22,762 -18%
CA
286
Corrado Advisors
New Jersey
$3.64M -$25K -723 -0.7%
CB
287
Community Bank
New York
$3.63M -$1.4M -40,440 -28%
PHAM
288
Palisades Hudson Asset Management
Florida
$3.61M – – –
HW
289
Hamilton Wealth
California
$3.59M +$69.6K +2,011 +2%
USAA
290
United Services Automobile Association
Texas
$3.56M -$786K -22,725 -18%
KWM
291
Kingsview Wealth Management
Oregon
$3.55M -$46.8K -1,352 -1%
WP
292
Wealthspan Partners
Iowa
$3.53M +$205K +5,913 +6%
CCG
293
Chatham Capital Group
Georgia
$3.48M -$158K -4,560 -4%
OPS
294
Orion Portfolio Solutions
Nebraska
$3.48M +$177K +5,112 +5%
DA
295
DCF Advisers
Connecticut
$3.46M – – –
Bessemer Group
296
Bessemer Group
New Jersey
$3.45M -$113K -3,262 -3%
GKWIM
297
Gerber Kawasaki Wealth & Investment Management
California
$3.41M -$1.03M -29,690 -23%
OPA
298
Old Port Advisors
Maine
$3.38M +$293K +8,480 +9%
BFM
299
Boston Financial Management
Massachusetts
$3.35M -$128K -3,690 -4%
ZCM
300
Ziegler Capital Management
Illinois
$3.34M – – –
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