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iShares Gold Trust
IAU

Overview Fund Activity

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$221M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$126M
3
GCWM
3
Graham Capital Wealth Management
District of Columbia
$113M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$289M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.52B

Top Sellers

1
Citigroup
1
Citigroup
New York
$21.7M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$922M
4
Jane Street
4
Jane Street
New York
$3.47M
5
LSAG
5
Lake Street Advisors Group
New Hampshire
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGA
276
Fortis Group Advisors
New Jersey
$4.29M +$4.29M +113,862 New
BAAM
277
Baker Avenue Asset Management
California
$4.28M +$4.06M +108,774 +1,914%
AWP
278
Accretive Wealth Partners
New Jersey
$4.23M -$9.34K -250 -0.2%
AI
279
Atria Investments
North Carolina
$4.22M +$1.14M +30,504 +37%
WC
280
Weil Company
California
$4.21M +$135K +3,604 +3%
AF
281
Advisornet Financial
Minnesota
$4.21M -$36.2K -968 -0.9%
SC
282
Scotia Capital
Ontario, Canada
$4.19M -$576K -15,411 -12%
VCM
283
Versant Capital Management
Arizona
$4.18M -$30.2K -809 -0.7%
CL
284
Choreo LLC
Illinois
$4.17M +$3.84M +102,737 +1,145%
Thrivent Financial for Lutherans
285
Thrivent Financial for Lutherans
Minnesota
$4.17M -$1.99M -53,313 -32%
OPA
286
Old Port Advisors
Maine
$4.16M +$447K +11,770 +12%
DI
287
DFPG Investments
Utah
$4.16M +$156K +4,174 +4%
MWM
288
Maltin Wealth Management
New Jersey
$4.12M +$46.2K +1,237 +1%
FNBT
289
FineMark National Bank & Trust
Florida
$4.06M -$874K -23,375 -18%
SBH
290
Segall Bryant & Hamill
Illinois
$4.06M +$98.1K +2,625 +2%
GWSA
291
Global Wealth Strategies & Associates
Colorado
$4.04M -$62.3K -1,668 -2%
WP
292
Wealthspan Partners
Iowa
$4.03M +$215K +5,740 +6%
LWM
293
Laidlaw Wealth Management
New York
$4.01M -$208K -5,555 -5%
IC
294
Inscription Capital
Texas
$3.95M -$3.29K -88 -0.1%
PHS
295
Pekin Hardy Strauss
Illinois
$3.95M – – –
CA
296
Corrado Advisors
New Jersey
$3.93M +$5.83K +156 +0.1%
PHAM
297
Palisades Hudson Asset Management
Florida
$3.9M – – –
CB
298
Community Bank
New York
$3.89M -$29K -775 -0.7%
CCG
299
Cypress Capital Group
Florida
$3.87M -$78.6K -2,104 -2%
RFO
300
RiverGlades Family Offices
Florida
$3.85M -$110K -2,950 -3%
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