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iShares Gold Trust
IAU

Overview Fund Activity

1,140 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 317 increasing their positions, 429 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+109
Holders Change %
+10.57%
% of All Funds
16.71%
Holding in Top 10
108
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.2%
% of All Funds
1.58%
New
170
Increased
317
Reduced
429
Closed
49
Calls
$268M
Puts
$523M
Net Calls
-$255M
Net Calls Change
-$132M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$830M
2
Charles Schwab
Charles Schwab
California
+$164M
3
Jane Street
Jane Street
New York
+$95M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$79.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$47.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$65.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$31.3M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$28.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.5M
5
Bank of America
Bank of America
North Carolina
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
326
Welch & Forbes
Massachusetts
$3.51M -$19.5K -500 -0.6%
HFM
327
Harvest Fund Management
China
$3.5M -$111K -2,841 -3%
ATC
328
Argent Trust Co
Tennessee
$3.47M -$120K -3,062 -3%
PWA
329
Provenance Wealth Advisors
Florida
$3.47M +$25.1K +642 +0.7%
GI
330
Gradient Investments
Minnesota
$3.46M -$8.2K -210 -0.2%
EFM
331
E Fund Management
China
$3.46M -$159K -4,075 -4%
NCM
332
Northside Capital Management
Oregon
$3.44M – – –
CT
333
Cambridge Trust
Massachusetts
$3.44M -$40.6K -1,041 -1%
NL
334
NVWM LLC
Pennsylvania
$3.43M -$121K -3,109 -3%
FA
335
Flagstar Advisors
New York
$3.42M +$508K +13,028 +17%
IC
336
Inscription Capital
Texas
$3.42M +$27.4K +702 +0.8%
AAP
337
Arax Advisory Partners
Colorado
$3.38M -$95.3K -2,442 -3%
OS
338
Objectivity Squared
South Carolina
$3.36M +$3.36M +86,031 New
LRIA
339
Leonard Rickey Investment Advisors
Washington
$3.25M +$173K +4,442 +6%
RVPG
340
Relative Value Partners Group
$3.24M – – –
BIA
341
Bigelow Investment Advisors
Maine
$3.23M +$139K +3,555 +4%
LA
342
Lifeworks Advisors
Michigan
$3.23M +$612K +15,669 +23%
DFA
343
Delta Financial Advisors
Louisiana
$3.22M – – –
TM
344
Tikvah Management
North Carolina
$3.21M – – –
AFO
345
Allie Family Office
Florida
$3.18M +$886K +22,700 +39%
SC
346
Sepio Capital
Utah
$3.18M -$3.67M -93,909 -54%
CGA
347
Crescent Grove Advisors
Illinois
$3.15M -$15.1K -388 -0.5%
GVAG
348
Great Valley Advisor Group
Delaware
$3.13M -$16.4M -420,910 -84%
GKWIM
349
Gerber Kawasaki Wealth & Investment Management
California
$3.11M -$361K -9,242 -10%
JPG
350
Jordan Park Group
California
$3.08M -$41.8K -1,071 -1%
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