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iShares Gold Trust
IAU

Overview Fund Activity

1,009 hedge funds and large institutions have $16.4B invested in iShares Gold Trust in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 261 increasing their positions, 410 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+54
Holders Change %
+5.65%
% of All Funds
16.28%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.55%
New
137
Increased
261
Reduced
410
Closed
63
Calls
$39.2M
Puts
$3.61M
Net Calls
+$35.6M
Net Calls Change
-$26.7M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$32.2M
2
Cerity Partners
Cerity Partners
New York
+$30M
3
HighTower Advisors
HighTower Advisors
Illinois
+$28.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$28.4M
5
ET
Equitable Trust
Tennessee
+$28.1M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$747M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$627M
3
Jane Street
Jane Street
New York
-$203M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$143M
5
Bank of America
Bank of America
North Carolina
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMN
376
Financial Management Network
California
$2.08M -$269K -7,629 -11%
EC
377
Estate Counselors
Wisconsin
$2.07M +$12.1K +350 +0.6%
VC
378
Vicus Capital
Pennsylvania
$2.06M -$62K -1,792 -3%
AFO
379
Allie Family Office
Florida
$2.05M -$1.9K -55 -0.1%
BW
380
Bison Wealth
Georgia
$2.02M -$272K -7,457 -12%
WG
381
Winton Group
United Kingdom
$2.01M – – –
CCM
382
Carlson Capital Management
Minnesota
$1.98M +$11.1K +322 +0.6%
TCM
383
True Capital Management
California
$1.96M +$1.96M +56,633 New
OCM
384
One Capital Management
California
$1.96M -$38.3K -1,108 -2%
TW
385
Towerpoint Wealth
California
$1.95M +$53.2K +1,539 +3%
RF
386
Resolute Financial
Massachusetts
$1.92M +$158K +4,570 +9%
MCCA
387
Mill Creek Capital Advisors
Pennsylvania
$1.92M +$1.92M +55,451 New
BCI
388
Brinker Capital Investments
Pennsylvania
$1.91M -$351K -10,160 -16%
IC
389
IEQ Capital
California
$1.89M +$10.4K +300 +0.6%
TSW
390
Thompson Siegel & Walmsley
Virginia
$1.88M – – –
AFP
391
Ausdal Financial Partners
Iowa
$1.87M +$246K +7,120 +15%
BRM
392
Boston Research & Management
Massachusetts
$1.86M – – –
ASN
393
Advisory Services Network
Georgia
$1.84M -$351K -10,160 -16%
MHS
394
M Holdings Securities
Oregon
$1.82M -$10K -290 -0.5%
CFGF
395
Compass Financial Group (Florida)
Florida
$1.82M -$969 -28 -0.1%
NC
396
NewSquare Capital
Pennsylvania
$1.81M -$2.91K -84 -0.2%
SA
397
Sunesis Advisors
Kansas
$1.81M – – –
IC
398
Iconiq Capital
California
$1.79M -$149K -4,310 -8%
TA
399
Townsend & Associates
Colorado
$1.79M +$1.79M +50,767 New
GCWM
400
Graham Capital Wealth Management
District of Columbia
$1.78M -$26.3K -761 -1%
14 15
16
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