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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
1
JPMorgan Chase & Co
New York
$360M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$241M
3
WI
3
WealthNavi Inc
Japan
$137M
4
FCAS
4
First Command Advisory Services
Texas
$50.5M
5
AWM
5
Axxcess Wealth Management
California
$38.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$215M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$828M
3
Charles Schwab
3
Charles Schwab
California
$65.1M
4
CAM
4
Cresset Asset Management
Illinois
$57.3M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$751M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
376
Modera Wealth Management
New Jersey
$2.31M +$139K +3,965 +6%
IWC
377
Integrated Wealth Concepts
Massachusetts
$2.3M -$175K -5,010 -7%
FSA
378
Financial Sense Advisors
California
$2.29M – – –
FTA
379
Financial & Tax Architects
Missouri
$2.28M -$460K -13,147 -17%
CUAMC
380
China Universal Asset Management Company
China
$2.27M – – –
WIP
381
WealthCare Investment Partners
Rhode Island
$2.27M +$618K +17,849 +37%
ICM
382
Intrepid Capital Management
Florida
$2.24M +$51.9K +1,482 +2%
WTC
383
WhitTier Trust Company
Nevada
$2.24M -$149K -4,255 -6%
GAM
384
Gould Asset Management
California
$2.21M -$9.41K -269 -0.4%
NFG
385
Nadler Financial Group
Illinois
$2.19M +$188K +5,365 +9%
RJT
386
Raymond James Trust
Florida
$2.18M -$188K -5,379 -8%
HF
387
HRT Financial
New York
$2.18M +$2.18M +62,178 New
FCM
388
Firestone Capital Management
Florida
$2.15M -$19.2K -550 -0.9%
BFPW
389
BOK Financial Private Wealth
Colorado
$2.13M -$44M -1,257,857 -95%
CA
390
Clearstead Advisors
Ohio
$2.12M +$1.47M +41,933 +223%
FMN
391
Financial Management Network
California
$2.12M -$22K -637 -1%
TFA
392
Teamwork Financial Advisors
Texas
$2.11M +$246K +7,019 +13%
EC
393
Estate Counselors
Wisconsin
$2.08M – – –
AFO
394
Allie Family Office
Florida
$2.06M -$85.6K -2,446 -4%
AFP
395
Ausdal Financial Partners
Iowa
$2.04M -$37.4K -1,070 -2%
WG
396
Winton Group
United Kingdom
$2.04M – – –
ES
397
Eagle Strategies
New York
$2.02M +$137K +3,929 +7%
TW
398
Towerpoint Wealth
California
$2.01M +$67.1K +1,919 +3%
CCM
399
Carlson Capital Management
Minnesota
$2M – – –
MWM
400
Moulton Wealth Management
Washington
$1.99M -$513K -14,489 -21%
14 15
16
17 18