IAU icon

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 %
GWSA
276
Global Wealth Strategies & Associates
Colorado
$4.16M +$217K +6,212 +6%
WFG
277
Wills Financial Group
Virginia
$4.15M – – –
Thrivent Financial for Lutherans
278
Thrivent Financial for Lutherans
Minnesota
$4.14M +$5.01K +143 +0.1%
AWM
279
Apollon Wealth Management
South Carolina
$4.14M -$435K -12,438 -10%
OPA
280
Old Port Advisors
Maine
$4.13M +$4.13M +117,937 New
AI
281
Atria Investments
North Carolina
$4.07M +$36.8K +1,051 +0.9%
AWP
282
Accretive Wealth Partners
New Jersey
$4.04M -$9.24K -264 -0.2%
SBH
283
Segall Bryant & Hamill
Illinois
$4.01M -$17.5K -499 -0.4%
AFG
284
Altiora Financial Group
Ohio
$4.01M +$316K +9,031 +9%
MWM
285
Maltin Wealth Management
New Jersey
$3.97M +$71.2K +2,034 +2%
Cetera Investment Advisers
286
Cetera Investment Advisers
Illinois
$3.94M -$557K -15,926 -12%
MIA
287
MainStreet Investment Advisors
Illinois
$3.91M -$1.55M -44,236 -28%
EWM
288
Executive Wealth Management
Michigan
$3.9M -$6.27M -179,205 -62%
AF
289
Advisornet Financial
Minnesota
$3.86M -$20.3K -579 -0.5%
VCM
290
Versant Capital Management
Arizona
$3.86M +$93.7K +2,679 +2%
AWA
291
Amplius Wealth Advisors
Pennsylvania
$3.82M -$101K -2,899 -3%
SC
292
Scotia Capital
Ontario, Canada
$3.78M -$35.1K -1,003 -0.9%
WP
293
Wealthspan Partners
Iowa
$3.73M -$139K -3,981 -4%
BRWA
294
B. Riley Wealth Advisors
Florida
$3.72M -$1.54M -44,036 -29%
FGA
295
Fortis Group Advisors
New Jersey
$3.72M +$495K +13,244 +15%
CCG
296
Chatham Capital Group
Georgia
$3.71M +$350K +10,000 +10%
KA
297
Kure Advisory
Minnesota
$3.64M +$3.64M +104,015 New
Lido Advisors
298
Lido Advisors
California
$3.63M -$187K -5,336 -5%
FNBT
299
FineMark National Bank & Trust
Florida
$3.61M -$134K -3,820 -4%
PHAM
300
Palisades Hudson Asset Management
Florida
$3.57M -$234K -6,687 -6%
10 11
12
13 14