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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 %
WC
326
Weil Company
California
$2.65M +$384K +12,182 +17%
FLPIM
327
F.L. Putnam Investment Management
Massachusetts
$2.65M -$57.9M -1,837,041 -96%
DFA
328
Delta Financial Advisors
Louisiana
$2.64M -$66.4K -2,107 -2%
AWA
329
Arkadios Wealth Advisors
Georgia
$2.63M -$1.66M -52,789 -39%
SW
330
SVB Wealth
Massachusetts
$2.62M -$161K -5,121 -6%
CS
331
Comerica Securities
Michigan
$2.61M -$162K -5,144 -6%
TM
332
Tikvah Management
North Carolina
$2.59M – – –
BAM
333
Belpointe Asset Management
Nevada
$2.59M -$442K -14,003 -15%
MCM
334
Mengis Capital Management
Oregon
$2.59M -$126K -4,000 -5%
RVPG
335
Relative Value Partners Group
$2.59M +$376K +11,915 +17%
AA
336
Altman Advisors
Illinois
$2.58M -$156K -4,954 -6%
VFO
337
Virtus Family Office
Texas
$2.57M +$2.57M +81,439 New
RCAG
338
Rehmann Capital Advisory Group
Michigan
$2.54M -$4.35M -137,830 -63%
CL
339
COWA LLC
Oklahoma
$2.52M -$709K -22,469 -22%
CGA
340
Crescent Grove Advisors
Illinois
$2.5M +$37.6K +1,194 +2%
MAS
341
Madden Advisory Services
Florida
$2.48M -$24.7K -782 -1%
SPFA
342
Summit Place Financial Advisors
New Jersey
$2.48M +$11K +350 +0.4%
WP
343
WMS Partners
Maryland
$2.45M +$174K +5,518 +8%
GI
344
Gradient Investments
Minnesota
$2.42M +$60.8K +1,927 +3%
BCM
345
Beaumont Capital Management
Massachusetts
$2.4M +$2.4M +76,181 New
KPWS
346
Kestra Private Wealth Services
Texas
$2.39M +$210K +6,663 +10%
PFS
347
Prospera Financial Services
Texas
$2.37M -$22.6K -718 -0.9%
CUAMC
348
China Universal Asset Management Company
China
$2.37M -$126K -4,000 -5%
HWM
349
HB Wealth Management
Georgia
$2.35M -$12.4K -393 -0.5%
NL
350
NVWM LLC
Pennsylvania
$2.26M -$56.1K -1,779 -2%
12 13
14
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