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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 %
FA
376
Financial Alternatives
California
$2.72M -$47K -1,203 -2%
PIMG
377
Patriot Investment Management Group
Tennessee
$2.67M – – –
PCWA
378
Pacific Capital Wealth Advisors
California
$2.63M -$481K -12,335 -15%
EAMA
379
EFG Asset Management (Americas)
Florida
$2.63M +$2.03M +51,973 +338%
CPM
380
Connective Portfolio Management
New York
$2.62M +$1.37M +35,000 +109%
RA
381
RFG Advisory
Alabama
$2.59M -$141K -3,618 -5%
MWM
382
Modera Wealth Management
New Jersey
$2.58M +$8.7K +223 +0.3%
CI Investments Inc
383
CI Investments Inc
Ontario, Canada
$2.56M -$742K -19,000 -22%
DADC
384
D.A. Davidson & Co
Montana
$2.56M -$969K -24,836 -27%
FSA
385
Financial Sense Advisors
California
$2.55M -$5.46K -140 -0.2%
CUAMC
386
China Universal Asset Management Company
China
$2.54M – – –
IWC
387
Integrated Wealth Concepts
Massachusetts
$2.53M -$36.1K -924 -1%
Renaissance Technologies
388
Renaissance Technologies
New York
$2.52M +$2.52M +64,600 New
RFC
389
Regions Financial Corp
Alabama
$2.51M -$234K -6,007 -9%
ICM
390
Intrepid Capital Management
Florida
$2.5M – – –
WTC
391
WhitTier Trust Company
Nevada
$2.5M -$1.76K -45 -0.1%
FHA
392
First Horizon Advisors
Tennessee
$2.49M -$410K -10,511 -14%
BFS
393
Bradley Foster & Sargent
Connecticut
$2.49M -$80.7K -2,068 -3%
FMN
394
Financial Management Network
California
$2.47M +$96.8K +2,505 +4%
BGA
395
Battery Global Advisors
Massachusetts
$2.46M +$2.46M +63,119 New
NAM
396
Nissay Asset Management
Japan
$2.43M +$2.43M +62,314 New
GAM
397
Gould Asset Management
California
$2.41M -$58.4K -1,497 -2%
RJT
398
Raymond James Trust
Florida
$2.39M -$42.5K -1,088 -2%
ES
399
Eagle Strategies
New York
$2.38M +$131K +3,368 +6%
SFFS
400
Stonehage Fleming Financial Services
Jersey
$2.33M +$827K +21,190 +55%
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