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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
+$32.2M
2
Cerity Partners
Cerity Partners
New York
+$30M
3
HighTower Advisors
HighTower Advisors
Illinois
+$28.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$28.4M
5
ET
Equitable Trust
Tennessee
+$28.1M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$747M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$627M
3
Jane Street
Jane Street
New York
-$203M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$143M
5
Bank of America
Bank of America
North Carolina
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
326
Harvest Fund Management
China
$2.78M -$273K -7,900 -9%
AA
327
Altman Advisors
Illinois
$2.78M -$138K -3,886 -5%
MAS
328
Madden Advisory Services
Florida
$2.76M +$40.3K +1,164 +1%
CGA
329
Crescent Grove Advisors
Illinois
$2.73M -$13.9K -401 -0.5%
SW
330
SVB Wealth
Massachusetts
$2.71M -$160K -4,635 -6%
WWC
331
Waypoint Wealth Counsel
Georgia
$2.69M +$2.69M +77,721 New
SPFA
332
Summit Place Financial Advisors
New Jersey
$2.65M -$63.2K -1,828 -2%
CS
333
Comerica Securities
Michigan
$2.63M -$226K -6,532 -8%
Brown Advisory
334
Brown Advisory
Maryland
$2.6M +$1.23M +35,417 +89%
WT
335
Whittier Trust
California
$2.59M -$333K -9,633 -11%
HWM
336
HB Wealth Management
Georgia
$2.58M +$7.82K +226 +0.3%
MWM
337
Merriman Wealth Management
Washington
$2.55M +$2.3M +66,618 +939%
TF
338
Trek Financial
Arizona
$2.53M +$2.53M +73,207 New
CUAMC
339
China Universal Asset Management Company
China
$2.53M -$69.2K -2,000 -3%
PIMG
340
Patriot Investment Management Group
Tennessee
$2.5M -$10.5K -286 -0.4%
CG
341
Colony Group
Massachusetts
$2.49M +$755K +21,819 +43%
FA
342
Financial Alternatives
California
$2.48M +$2.48M +71,662 New
KPWS
343
Kestra Private Wealth Services
Texas
$2.48M -$141K -4,085 -5%
CCA
344
Cobblestone Capital Advisors
New York
$2.47M – – –
RJT
345
Raymond James Trust
Florida
$2.46M +$121K +3,497 +5%
First Manhattan
346
First Manhattan
New York
$2.46M -$69 -2 -0%
JPG
347
Jordan Park Group
California
$2.45M – – –
T
348
TCWP
Ohio
$2.45M +$30.1K +869 +1%
RWP
349
RWA Wealth Partners
Massachusetts
$2.45M +$2.45M +68,701 New
M
350
MOTCO
Texas
$2.44M +$27.3K +788 +1%
12 13
14
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