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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$679M
2
PCP
Proficio Capital Partners
Massachusetts
$77.2M
3
Wells Fargo
Wells Fargo
California
$386M
4
FFA
First Foundation Advisors
California
$21.8M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
301
Sowell Financial Services
Arkansas
$3.07M -$2.3M -73,059 -43%
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.07M +$16.5K +523 +0.5%
ZCM
303
Ziegler Capital Management
Illinois
$3.05M – – –
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$3.05M – – –
BIP
305
Blueprint Investment Partners
North Carolina
$3.03M +$366K +11,610 +14%
WP
306
Wealthspan Partners
Iowa
$3.03M -$39.5K -1,253 -1%
OFW
307
Omnia Family Wealth
Florida
$3.01M – – –
OPS
308
Orion Portfolio Solutions
Nebraska
$3.01M +$182K +5,768 +6%
SPA
309
Sentinel Pension Advisors
Massachusetts
$3.01M +$3.01M +95,443 New
WF
310
Welch & Forbes
Massachusetts
$3.01M -$34.3K -1,089 -1%
DI
311
DFPG Investments
Utah
$2.99M +$920K +29,257 +44%
UB
312
UMB Bank
Missouri
$2.98M -$27.4K -868 -0.9%
WA
313
Wealth Alliance
New York
$2.96M +$3.56K +113 +0.1%
ACM
314
AlphaStar Capital Management
North Carolina
$2.94M +$605K +19,198 +26%
OPA
315
Old Port Advisors
Maine
$2.91M +$336K +10,317 +13%
Mitsubishi UFJ Asset Management
316
Mitsubishi UFJ Asset Management
Japan
$2.86M +$104K +3,300 +4%
AI
317
Atria Investments
North Carolina
$2.85M -$471K -14,952 -14%
SIA
318
Sage Investment Advisers
New York
$2.84M +$63.1K +2,000 +2%
HFM
319
Harvest Fund Management
China
$2.79M +$59.9K +1,900 +2%
WA
320
Wealthstar Advisors
Texas
$2.76M -$729K -23,165 -21%
TPWM
321
Twelve Points Wealth Management
Massachusetts
$2.72M +$73.5K +2,331 +3%
Vontobel Holding
322
Vontobel Holding
Switzerland
$2.71M +$1.8M +57,093 +198%
BOTW
323
Bank of the West
California
$2.69M -$6.31K -200 -0.2%
WSTAM
324
Wilbanks Smith & Thomas Asset Management
Virginia
$2.68M -$168K -5,330 -6%
WT
325
Whittier Trust
California
$2.66M -$699K -22,177 -21%
11 12
13
14 15