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iShares Gold Trust
IAU

Overview Fund Activity

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$221M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$126M
3
GCWM
Graham Capital Wealth Management
District of Columbia
$113M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$289M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.52B

Top Sellers

1
Citigroup
Citigroup
New York
$21.7M
2
Temasek Holdings
Temasek Holdings
Singapore
$0
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$922M
4
Jane Street
Jane Street
New York
$3.47M
5
LSAG
Lake Street Advisors Group
New Hampshire
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
351
HB Wealth Management
Georgia
$2.77M -$17.8K -476 -0.6%
Barclays
352
Barclays
United Kingdom
$2.76M +$2.2M +58,768 +386%
HFM
353
Harvest Fund Management
China
$2.74M -$270K -7,230 -9%
CUAMC
354
China Universal Asset Management Company
China
$2.73M – – –
M
355
MOTCO
Texas
$2.71M +$83.3K +2,228 +3%
T
356
TCWP
Ohio
$2.68M +$30.8K +825 +1%
CCA
357
Cobblestone Capital Advisors
New York
$2.67M – – –
First Manhattan
358
First Manhattan
New York
$2.65M – – –
AWA
359
Arete Wealth Advisors
Illinois
$2.59M +$840K +22,470 +48%
RVM
360
Robinson Value Management
Texas
$2.59M +$47K +1,258 +2%
RJT
361
Raymond James Trust
Florida
$2.58M -$79.9K -2,137 -3%
SPFA
362
Summit Place Financial Advisors
New Jersey
$2.56M -$308K -8,242 -11%
PIMG
363
Patriot Investment Management Group
Tennessee
$2.56M – – –
WTC
364
WhitTier Trust Company
Nevada
$2.55M +$5.98K +160 +0.2%
FA
365
Financial Alternatives
California
$2.52M -$157K -4,212 -6%
BIA
366
Bigelow Investment Advisors
Maine
$2.5M -$2.29M -66,313 Closed
NL
367
NVWM LLC
Pennsylvania
$2.5M -$125K -3,336 -5%
FSA
368
Financial Sense Advisors
California
$2.45M -$2.24K -60 -0.1%
GAM
369
Gould Asset Management
California
$2.44M +$35.5K +949 +1%
BFS
370
Bradley Foster & Sargent
Connecticut
$2.43M +$1.05K +28 +0%
AIP
371
Ahrens Investment Partners
Louisiana
$2.42M +$67.4K +1,803 +3%
IW
372
Instrumental Wealth
Florida
$2.41M +$2.41M +62,578 New
FA
373
Flagstar Advisors
New York
$2.41M -$85.3K -2,282 -3%
IA
374
IFP Advisors
Florida
$2.38M -$4.25M -118,545 -64%
FMN
375
Financial Management Network
California
$2.34M +$76.9K +2,004 +3%
13 14
15
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