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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
JPMorgan Chase & Co
New York
$360M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$241M
3
WI
WealthNavi Inc
Japan
$137M
4
FCAS
First Command Advisory Services
Texas
$50.5M
5
AWM
Axxcess Wealth Management
California
$38.8M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$215M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$828M
3
Charles Schwab
Charles Schwab
California
$65.1M
4
CAM
Cresset Asset Management
Illinois
$57.3M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$751M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
351
Altman Advisors
Illinois
$2.72M +$2.72M +77,839 New
RVM
352
Robinson Value Management
Texas
$2.7M +$122K +3,480 +5%
Vontobel Holding
353
Vontobel Holding
Switzerland
$2.68M +$9.76K +279 +0.4%
WT
354
Whittier Trust
California
$2.63M +$8.75K +250 +0.3%
BIP
355
Blue Investment Partners
California
$2.62M +$106K +3,038 +4%
FA
356
Flagstar Advisors
New York
$2.61M +$444K +12,681 +20%
MCM
357
Mengis Capital Management
Oregon
$2.61M -$43.7K -1,250 -2%
FHA
358
First Horizon Advisors
Tennessee
$2.6M -$311K -8,879 -11%
M
359
MOTCO
Texas
$2.58M +$18.6K +532 +0.7%
HWM
360
HB Wealth Management
Georgia
$2.58M +$5.25K +150 +0.2%
LIA
361
LifePlan Investment Advisors
North Carolina
$2.57M +$18K +513 +0.7%
MGWM
362
Marks Group Wealth Management
Minnesota
$2.57M -$266K -7,588 -9%
WA
363
Wealthstar Advisors
Texas
$2.55M -$422K -12,064 -14%
CCA
364
Cobblestone Capital Advisors
New York
$2.51M -$3.32K -95 -0.1%
JCM
365
J2 Capital Management
Michigan
$2.5M -$93.7K -2,678 -4%
AA
366
Advisory Alpha
Michigan
$2.49M -$215K -6,146 -8%
FA
367
Financial Alternatives
California
$2.48M +$7.87K +225 +0.3%
RFC
368
Regions Financial Corp
Alabama
$2.46M -$47.9K -1,368 -2%
RA
369
RFG Advisory
Alabama
$2.45M +$49.8K +1,424 +2%
SPFA
370
Summit Place Financial Advisors
New Jersey
$2.41M +$350 +10 +0%
PRS
371
Pinkerton Retirement Specialists
Idaho
$2.41M -$667K -19,066 -22%
AWMT
372
AAFMAA Wealth Management & Trust
North Carolina
$2.4M +$925K +26,427 +63%
PIMG
373
Patriot Investment Management Group
Tennessee
$2.39M – – –
BFS
374
Bradley Foster & Sargent
Connecticut
$2.39M – – –
LA
375
Lifeworks Advisors
Michigan
$2.34M +$763K +21,804 +48%
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15
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