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iShares Gold Trust
IAU

Overview Fund Activity

1,058 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 346 increasing their positions, 386 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+26
Holders Change %
+2.52%
% of All Funds
16.69%
Holding in Top 10
93
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.71%
% of All Funds
1.47%
New
87
Increased
346
Reduced
386
Closed
49
Calls
$191M
Puts
$151M
Net Calls
+$39.7M
Net Calls Change
-$98.7M

Top Buyers

1
MB
Mizuho Bank
Japan
+$218M
2
Jane Street
Jane Street
New York
+$96M
3
Ameriprise
Ameriprise
Minnesota
+$63.4M
4
WI
WealthNavi Inc
Japan
+$52.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$51M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$70M
2
BA
Bridgewater Associates
Connecticut
-$64M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$53.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$45.2M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
351
Simplify Asset Management
Nevada
$2.94M +$702K +19,299 +31%
CGA
352
Crescent Grove Advisors
Illinois
$2.91M +$12.5K +343 +0.4%
WWC
353
Waypoint Wealth Counsel
Georgia
$2.89M – – –
FTA
354
Financial & Tax Architects
Missouri
$2.85M -$92.1K -2,530 -3%
CL
355
COWA LLC
Oklahoma
$2.82M -$79.2K -2,177 -3%
AA
356
Advisory Alpha
Michigan
$2.82M +$1.29M +35,557 +85%
CCA
357
Cadent Capital Advisors
Oklahoma
$2.81M -$218 -6 -0%
BIA
358
Bigelow Investment Advisors
Maine
$2.79M +$2.79M +76,773 New
Vontobel Holding
359
Vontobel Holding
Switzerland
$2.78M -$146K -4,015 -5%
OC
360
Oppenheimer & Co
New York
$2.77M +$674K +18,532 +32%
MCM
361
Mengis Capital Management
Oregon
$2.76M -$210K -5,783 -7%
WT
362
Whittier Trust
California
$2.72M -$1.54M -42,301 -36%
JCM
363
J2 Capital Management
Michigan
$2.7M -$58.1K -1,596 -2%
RVM
364
Robinson Value Management
Texas
$2.68M +$162K +4,444 +6%
HWM
365
HB Wealth Management
Georgia
$2.68M -$16.4K -450 -0.6%
M
366
MOTCO
Texas
$2.67M +$24.6K +676 +0.9%
LIA
367
LifePlan Investment Advisors
North Carolina
$2.66M +$2.66M +72,975 New
VC
368
Vicus Capital
Pennsylvania
$2.65M -$21.2M -582,193 -89%
MWM
369
Merriman Wealth Management
Washington
$2.62M -$148K -4,070 -5%
CCA
370
Cobblestone Capital Advisors
New York
$2.61M +$18.2K +501 +0.7%
BIP
371
Blue Investment Partners
California
$2.61M +$478K +13,135 +22%
RFC
372
Regions Financial Corp
Alabama
$2.61M +$379K +10,421 +17%
IWC
373
Integrated Wealth Concepts
Massachusetts
$2.57M +$293K +8,048 +13%
MWM
374
Moulton Wealth Management
Washington
$2.57M +$2.57M +70,673 New
FA
375
Financial Alternatives
California
$2.57M +$116K +3,185 +5%
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15
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