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

Top Sellers

1
Citigroup
Citigroup
New York
$21.7M
2
Temasek Holdings
Temasek Holdings
Singapore
$0
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$922M
4
Jane Street
Jane Street
New York
$3.47M
5
LSAG
Lake Street Advisors Group
New Hampshire
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
301
DCF Advisers
Connecticut
$3.74M – – –
BFM
302
Boston Financial Management
Massachusetts
$3.72M +$95.1K +2,546 +3%
Bessemer Group
303
Bessemer Group
New Jersey
$3.7M -$21.9K -587 -0.6%
PFO
304
Pathstone Family Office
New Jersey
$3.62M -$5.44M -145,493 -60%
ZCM
305
Ziegler Capital Management
Illinois
$3.61M – – –
CCG
306
Chatham Capital Group
Georgia
$3.58M -$176K -4,715 -5%
HSBC Holdings
307
HSBC Holdings
United Kingdom
$3.58M +$98.2K +2,629 +3%
AFG
308
Altiora Financial Group
Ohio
$3.54M +$228K +6,089 +7%
WF
309
Welch & Forbes
Massachusetts
$3.51M – – –
SIA
310
Sage Investment Advisers
New York
$3.51M +$89.7K +2,400 +3%
GKWIM
311
Gerber Kawasaki Wealth & Investment Management
California
$3.51M -$174K -4,650 -5%
CT
312
Cambridge Trust
Massachusetts
$3.5M -$1.16M -31,080 -25%
AAM
313
American Asset Management
Florida
$3.47M – – –
Jane Street
314
Jane Street
New York
$3.47M -$90.4M -2,418,881 -96%
EFM
315
E Fund Management
China
$3.45M -$502K -13,443 -13%
PRS
316
Pinkerton Retirement Specialists
Idaho
$3.44M +$3.44M +92,076 New
GI
317
Gradient Investments
Minnesota
$3.4M +$283K +7,562 +9%
PFS
318
Prospera Financial Services
Texas
$3.4M +$2.08M +55,793 +159%
WA
319
Wealth Alliance
New York
$3.4M -$112 -3 -0%
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.39M -$82.9K -2,218 -2%
AAP
321
Arax Advisory Partners
Colorado
$3.39M -$51.2K -1,370 -1%
FHA
322
First Horizon Advisors
Tennessee
$3.36M -$837K -22,386 -20%
USAA
323
United Services Automobile Association
Texas
$3.29M -$553K -14,807 -14%
LNWTC
324
Laird Norton Wetherby Trust Company
Washington
$3.28M -$160K -4,291 -5%
NCM
325
Northside Capital Management
Oregon
$3.25M -$1.14M -30,475 -26%
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