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 %
PHS
301
Pekin Hardy Strauss
Illinois
$3.56M -$128K -3,671 -3%
CCG
302
Cypress Capital Group
Florida
$3.54M -$10.2K -292 -0.3%
ASN
303
Advisory Services Network
Georgia
$3.52M -$3.75M -107,076 -52%
WC
304
Weil Company
California
$3.51M -$355K -10,157 -9%
DA
305
DCF Advisers
Connecticut
$3.5M – – –
RFO
306
RiverGlades Family Offices
Florida
$3.5M -$75.6K -2,160 -2%
HSBC Holdings
307
HSBC Holdings
United Kingdom
$3.48M +$219K +6,263 +7%
BFM
308
Boston Financial Management
Massachusetts
$3.47M -$29.1K -831 -0.8%
FT
309
Fiduciary Trust
Massachusetts
$3.44M -$255K -7,302 -7%
Bessemer Group
310
Bessemer Group
New Jersey
$3.43M -$35.6K -1,018 -1%
CA
311
Corrado Advisors
New Jersey
$3.39M +$3.92K +112 +0.1%
SIA
312
Sage Investment Advisers
New York
$3.38M +$47.2K +1,350 +1%
ZCM
313
Ziegler Capital Management
Illinois
$3.38M – – –
CL
314
Choreo LLC
Illinois
$3.38M -$424K -12,105 -11%
WA
315
Wealth Alliance
New York
$3.34M +$118K +3,377 +4%
CB
316
Community Bank
New York
$3.26M – – –
LWM
317
Laidlaw Wealth Management
New York
$3.26M -$444K -12,676 -12%
TPWM
318
Twelve Points Wealth Management
Massachusetts
$3.24M +$271K +7,731 +9%
EFM
319
E Fund Management
China
$3.24M +$3.24M +92,633 New
HFM
320
Harvest Fund Management
China
$3.24M +$807K +23,065 +33%
ATC
321
Argent Trust Co
Tennessee
$3.22M -$347K -9,925 -10%
WP
322
WMS Partners
Maryland
$3.2M – – –
NL
323
NVWM LLC
Pennsylvania
$3.18M -$524K -14,976 -14%
WF
324
Welch & Forbes
Massachusetts
$3.17M -$87.5K -2,500 -3%
DADC
325
D.A. Davidson & Co
Montana
$3.16M -$1.29M -36,739 -29%
11 12
13
14 15