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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 %
SOS
351
Silver Oak Securities
Tennessee
$3.08M +$2.22M +56,853 +259%
NF
352
NavPoint Financial
Minnesota
$3.07M +$3.07M +78,613 New
WWC
353
Waypoint Wealth Counsel
Georgia
$3.05M -$48.8K -1,250 -2%
CL
354
COWA LLC
Oklahoma
$3.05M -$136K -3,472 -4%
BIP
355
Blue Investment Partners
California
$3.02M +$101K +2,582 +3%
RVM
356
Robinson Value Management
Texas
$3M -$10.3K -263 -0.3%
BIP
357
Blueprint Investment Partners
North Carolina
$2.98M -$1.73M -44,244 -37%
AA
358
Altman Advisors
Illinois
$2.98M -$59.2K -1,517 -2%
Vontobel Holding
359
Vontobel Holding
Switzerland
$2.98M -$13.3K -340 -0.4%
FTUS
360
Flow Traders U.S.
New York
$2.97M +$2.97M +76,074 New
WT
361
Whittier Trust
California
$2.93M -$1.95K -50 -0.1%
SAW
362
Signal Advisors Wealth
Michigan
$2.93M +$2.93M +74,948 New
MCM
363
Mengis Capital Management
Oregon
$2.91M +$6.83K +175 +0.2%
AWMT
364
AAFMAA Wealth Management & Trust
North Carolina
$2.91M +$234K +5,988 +9%
WIP
365
WealthCare Investment Partners
Rhode Island
$2.91M +$393K +10,230 +16%
LIA
366
LifePlan Investment Advisors
North Carolina
$2.89M +$21.6K +553 +0.8%
AA
367
Advisory Alpha
Michigan
$2.83M +$49.5K +1,269 +2%
RG
368
Rathbones Group
United Kingdom
$2.83M +$876K +22,445 +45%
M
369
MOTCO
Texas
$2.81M -$67.7K -1,734 -2%
HWM
370
HB Wealth Management
Georgia
$2.81M -$73.4K -1,880 -3%
CCA
371
Cobblestone Capital Advisors
New York
$2.78M -$15.8K -406 -0.6%
XS
372
XR Securities
Illinois
$2.77M +$623K +15,972 +29%
PA
373
Parallel Advisors
California
$2.75M -$570K -14,598 -17%
SPFA
374
Summit Place Financial Advisors
New Jersey
$2.75M +$60K +1,538 +2%
KP
375
Kitching Partners
Pennsylvania
$2.72M +$2.72M +69,803 New
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