IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

955 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 269 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-49
Holders Change %
-4.88%
% of All Funds
16.51%
Holding in Top 10
99
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-18.85%
% of All Funds
1.71%
New
59
Increased
269
Reduced
427
Closed
90
Calls
$66.7M
Puts
$4.5M
Net Calls
+$62.2M
Net Calls Change
+$15.2M

Top Buyers

1
Jane Street
Jane Street
New York
$264M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.41B
3
LPL Financial
LPL Financial
California
$218M
4
Citigroup
Citigroup
New York
$253M
5
PCA
Personal Capital Advisors
California
$444M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$679M
2
PCP
Proficio Capital Partners
Massachusetts
$77.2M
3
Wells Fargo
Wells Fargo
California
$386M
4
FFA
First Foundation Advisors
California
$21.8M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
376
Bison Wealth
Georgia
$1.99M -$162K -5,142 -8%
ICM
377
Intrepid Capital Management
Florida
$1.97M – – –
AIP
378
Ahrens Investment Partners
Louisiana
$1.96M -$2.3M -72,899 -54%
RFC
379
Regions Financial Corp
Alabama
$1.95M -$97.7K -3,100 -5%
VC
380
Vicus Capital
Pennsylvania
$1.93M -$16.2M -514,554 -89%
BEI
381
Benjamin Edwards Inc
Missouri
$1.93M -$457K -14,504 -19%
LWM
382
Liberty Wealth Management
California
$1.92M +$31.7K +1,006 +2%
PP
383
Prudential plc
United Kingdom
$1.9M -$249K -7,910 -12%
SGI
384
Summit Global Investments
Utah
$1.9M -$1.58M -50,209 -45%
EC
385
Estate Counselors
Wisconsin
$1.88M -$1.02M -32,410 -35%
AFO
386
Allie Family Office
Florida
$1.87M +$232K +7,355 +14%
RWA
387
RGT Wealth Advisors
Texas
$1.84M +$45.4K +1,440 +3%
WG
388
Winton Group
United Kingdom
$1.84M – – –
OCM
389
One Capital Management
California
$1.82M +$54.7K +1,735 +3%
EDRH
390
Edmond de Rothschild Holding
Switzerland
$1.79M -$380K -12,050 -17%
CCM
391
Carlson Capital Management
Minnesota
$1.79M +$1.79M +56,778 New
TPWA
392
TRUE Private Wealth Advisors
Oregon
$1.78M -$35M -1,111,158 -95%
IC
393
Iconiq Capital
California
$1.77M – – –
WAS
394
Winch Advisory Services
Wisconsin
$1.76M -$11.1K -351 -0.6%
TW
395
Towerpoint Wealth
California
$1.73M +$51K +1,617 +3%
IC
396
IEQ Capital
California
$1.71M -$60.3K -1,913 -3%
TSW
397
Thompson Siegel & Walmsley
Virginia
$1.71M – – –
FCM
398
Firestone Capital Management
Florida
$1.71M – – –
BRM
399
Boston Research & Management
Massachusetts
$1.7M – – –
ICP
400
Interchange Capital Partners
Pennsylvania
$1.69M -$405K -12,833 -19%
14 15
16
17 18