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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 %
CT
326
Cambridge Trust
Massachusetts
$3.12M -$7.07K -202 -0.2%
GKWIM
327
Gerber Kawasaki Wealth & Investment Management
California
$3.11M -$135K -3,859 -4%
AAP
328
Arax Advisory Partners
Colorado
$3.11M -$68.3K -1,953 -2%
GI
329
Gradient Investments
Minnesota
$3.11M +$49.9K +1,427 +2%
NCM
330
Northside Capital Management
Oregon
$3.09M +$49K +1,400 +2%
PWA
331
Provenance Wealth Advisors
Florida
$3.09M +$3.09M +88,208 New
IAN
332
Integrated Advisors Network
Texas
$3.08M -$2.52K -72 -0.1%
IC
333
Inscription Capital
Texas
$3.04M -$205K -5,854 -6%
CS
334
Comerica Securities
Michigan
$3.03M -$939K -26,826 -24%
MAS
335
Madden Advisory Services
Florida
$3.01M +$11.2K +320 +0.4%
PA
336
Parallel Advisors
California
$2.98M -$1.53M -43,837 -34%
FC
337
Fore Capital
New York
$2.97M +$2.97M +85,000 New
CI Investments Inc
338
CI Investments Inc
Ontario, Canada
$2.96M – – –
IA
339
IFP Advisors
Florida
$2.9M -$420K -11,992 -13%
RVPG
340
Relative Value Partners Group
$2.9M – – –
DFA
341
Delta Financial Advisors
Louisiana
$2.89M – – –
TM
342
Tikvah Management
North Carolina
$2.88M – – –
CL
343
COWA LLC
Oklahoma
$2.85M +$142K +4,057 +5%
CGA
344
Crescent Grove Advisors
Illinois
$2.84M +$37.2K +1,064 +1%
LNWTC
345
Laird Norton Wetherby Trust Company
Washington
$2.8M -$257K -7,335 -8%
JPG
346
Jordan Park Group
California
$2.79M -$116K -3,323 -4%
PCWA
347
Pacific Capital Wealth Advisors
California
$2.79M -$553K -15,801 -17%
WWC
348
Waypoint Wealth Counsel
Georgia
$2.78M – – –
BIA
349
Bigelow Investment Advisors
Maine
$2.77M +$84.8K +2,423 +3%
LRIA
350
Leonard Rickey Investment Advisors
Washington
$2.76M -$1.78M -50,952 -39%
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