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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 %
CI Investments Inc
301
CI Investments Inc
Ontario, Canada
$3.34M – – –
WF
302
Welch & Forbes
Massachusetts
$3.25M -$43.2K -1,250 -1%
HSBC Holdings
303
HSBC Holdings
United Kingdom
$3.23M -$259K -7,500 -7%
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.22M -$145K -4,179 -4%
AAM
305
American Asset Management
Florida
$3.21M +$3.21M +92,755 New
AAP
306
Arax Advisory Partners
Colorado
$3.19M -$676K -19,529 -17%
LNWTC
307
Laird Norton Wetherby Trust Company
Washington
$3.18M -$542K -15,662 -15%
SIA
308
Sage Investment Advisers
New York
$3.17M +$48.4K +1,400 +2%
WA
309
Wealth Alliance
New York
$3.14M -$102K -2,939 -3%
BFA
310
BBJS Financial Advisors
Washington
$3.14M +$3.14M +90,810 New
UB
311
UMB Bank
Missouri
$3.14M -$136K -3,921 -4%
GVAG
312
Great Valley Advisor Group
Delaware
$3.11M +$880K +25,439 +39%
ACM
313
AlphaStar Capital Management
North Carolina
$3.09M -$134K -3,876 -4%
MGWM
314
Marks Group Wealth Management
Minnesota
$3.07M -$22.7M -656,513 -88%
AFG
315
Altiora Financial Group
Ohio
$3.06M +$3.06M +88,527 New
CL
316
COWA LLC
Oklahoma
$2.99M +$229K +6,625 +8%
WA
317
Wealthstar Advisors
Texas
$2.98M -$36.7K -1,067 -1%
BAM
318
Belpointe Asset Management
Nevada
$2.94M +$94.6K +2,735 +3%
DFA
319
Delta Financial Advisors
Louisiana
$2.9M – – –
GI
320
Gradient Investments
Minnesota
$2.89M +$233K +6,739 +9%
RVPG
321
Relative Value Partners Group
$2.87M +$31.1K +900 +1%
AI
322
Atria Investments
North Carolina
$2.85M -$268K -7,752 -9%
TM
323
Tikvah Management
North Carolina
$2.84M – – –
EWM
324
Executive Wealth Management
Michigan
$2.83M +$2.82M +81,387 +16,678%
MCM
325
Mengis Capital Management
Oregon
$2.79M -$45.8K -1,325 -2%
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