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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 %
NL
351
NVWM LLC
Pennsylvania
$2.42M -$47.5K -1,373 -2%
Mitsubishi UFJ Asset Management
352
Mitsubishi UFJ Asset Management
Japan
$2.38M -$790K -22,660 -25%
VCWA
353
Vanguard Capital Wealth Advisors
Colorado
$2.38M +$2.06M +59,621 +652%
WTC
354
WhitTier Trust Company
Nevada
$2.36M -$16.5K -476 -0.7%
WP
355
WMS Partners
Maryland
$2.36M -$333K -9,627 -12%
CCA
356
Cadent Capital Advisors
Oklahoma
$2.35M -$1.31K -38 -0.1%
RVM
357
Robinson Value Management
Texas
$2.35M +$132K +3,820 +6%
GT
358
Glenmede Trust
Pennsylvania
$2.34M -$51.9K -1,500 -2%
NFG
359
Nadler Financial Group
Illinois
$2.33M -$55.2M -1,596,149 -96%
FA
360
Flagstar Advisors
New York
$2.31M -$52.6K -1,520 -2%
LSIA
361
LaSalle St. Investment Advisors
Illinois
$2.31M +$2.31M +66,668 New
BIA
362
Bigelow Investment Advisors
Maine
$2.29M -$74.9K -2,165 -3%
TPWM
363
Twelve Points Wealth Management
Massachusetts
$2.29M -$690K -19,951 -23%
IAN
364
Integrated Advisors Network
Texas
$2.28M -$118K -3,417 -5%
FSA
365
Financial Sense Advisors
California
$2.27M -$1.78M -51,389 -44%
MA
366
Mutual Advisors
Nebraska
$2.26M +$626K +18,110 +38%
TFA
367
Transamerica Financial Advisors
Florida
$2.26M +$2.25M +65,123 +67,137%
Lido Advisors
368
Lido Advisors
California
$2.25M -$188K -5,421 -8%
BFS
369
Bradley Foster & Sargent
Connecticut
$2.25M +$1.58M +45,639 +235%
GAM
370
Gould Asset Management
California
$2.23M -$114K -3,287 -5%
AIP
371
Ahrens Investment Partners
Louisiana
$2.18M +$31K +895 +1%
ICM
372
Intrepid Capital Management
Florida
$2.16M – – –
RFC
373
Regions Financial Corp
Alabama
$2.14M +$1.25K +36 +0.1%
XS
374
XR Securities
Illinois
$2.11M +$2.11M +60,900 New
SPWM
375
Spartan Planning & Wealth Management
North Carolina
$2.09M +$1.3M +37,440 +162%
13 14
15
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