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iShares Gold Trust
IAU

Overview Fund Activity

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$221M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$126M
3
GCWM
Graham Capital Wealth Management
District of Columbia
$113M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$289M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.52B

Top Sellers

1
Citigroup
Citigroup
New York
$21.7M
2
Temasek Holdings
Temasek Holdings
Singapore
$0
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$922M
4
Jane Street
Jane Street
New York
$3.47M
5
LSAG
Lake Street Advisors Group
New Hampshire
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
376
Integrated Wealth Concepts
Massachusetts
$2.34M +$665K +17,788 +40%
ICM
377
Intrepid Capital Management
Florida
$2.34M – – –
SAM
378
Simplify Asset Management
Nevada
$2.3M +$1.03M +27,570 +81%
RWP
379
RWA Wealth Partners
Massachusetts
$2.3M -$266K -7,124 -10%
RFC
380
Regions Financial Corp
Alabama
$2.29M -$27.2K -729 -1%
DAS
381
Dynamic Advisor Solutions
Arizona
$2.26M +$1.38M +36,999 +158%
AWM
382
Avior Wealth Management
Nebraska
$2.26M +$524K +14,029 +30%
EC
383
Estate Counselors
Wisconsin
$2.23M -$4.48K -120 -0.2%
NFG
384
Nadler Financial Group
Illinois
$2.21M -$316K -8,445 -13%
BIP
385
Blue Investment Partners
California
$2.19M +$417K +11,159 +23%
WG
386
Winton Group
United Kingdom
$2.18M – – –
TA
387
Townsend & Associates
Colorado
$2.17M +$260K +6,896 +14%
OC
388
Oppenheimer & Co
New York
$2.15M +$307K +8,214 +17%
CCM
389
Carlson Capital Management
Minnesota
$2.13M – – –
TCM
390
True Capital Management
California
$2.12M – – –
AFP
391
Ausdal Financial Partners
Iowa
$2.11M +$89.7K +2,400 +4%
TW
392
Towerpoint Wealth
California
$2.09M -$18.8K -502 -0.9%
MCCA
393
Mill Creek Capital Advisors
Pennsylvania
$2.07M – – –
Mitsubishi UFJ Asset Management
394
Mitsubishi UFJ Asset Management
Japan
$2.06M -$483K -12,933 -19%
Wealth Enhancement Advisory Services
395
Wealth Enhancement Advisory Services
Minnesota
$2.06M +$1.09M +29,277 +113%
BW
396
Bison Wealth
Georgia
$2.05M -$66.5K -1,742 -3%
ASN
397
Advisory Services Network
Georgia
$2.05M +$64.7K +1,732 +3%
TSW
398
Thompson Siegel & Walmsley
Virginia
$2.04M +$8.71K +233 +0.4%
BRM
399
Boston Research & Management
Massachusetts
$2.01M -$560 -15 -0%
OCM
400
One Capital Management
California
$2M -$116K -3,111 -5%
14 15
16
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