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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 %
PP
401
Prudential plc
United Kingdom
$1.78M -$303K -8,754 -15%
VFO
402
Virtus Family Office
Texas
$1.77M -$1.05M -30,355 -37%
WAS
403
Winch Advisory Services
Wisconsin
$1.75M -$185K -5,344 -10%
SIS
404
Strategic Investment Solutions
Illinois
$1.71M +$1.71M +47,246 New
OC
405
Oppenheimer & Co
New York
$1.71M -$1.69M -48,729 -50%
LNC
406
Lincoln National Corp
Pennsylvania
$1.69M +$261K +7,534 +18%
CC
407
Cadinha & Co
Hawaii
$1.68M -$13.2K -381 -0.8%
TWM
408
TriaGen Wealth Management
California
$1.67M +$53.6K +1,550 +3%
LL
409
LWMG LLC
Minnesota
$1.67M +$1.67M +48,208 New
ST
410
Sageworth Trust
Pennsylvania
$1.67M – – –
AAS
411
Ameritas Advisory Services
Nebraska
$1.65M +$9.62K +278 +0.6%
BIP
412
Blue Investment Partners
California
$1.64M +$1.64M +47,520 New
V
413
Veritable
Delaware
$1.63M -$106K -3,069 -6%
FA
414
Forefront Analytics
Pennsylvania
$1.62M +$533K +15,422 +49%
AWM
415
Avior Wealth Management
Nebraska
$1.6M -$84.2K -2,434 -5%
UCFA
416
United Capital Financial Advisors
Texas
$1.6M -$208K -6,021 -12%
AAS
417
Avantax Advisory Services
Texas
$1.59M -$1.82M -52,552 -53%
CWS
418
Confluence Wealth Services
Pennsylvania
$1.58M +$157K +4,551 +11%
BWM
419
Birchcreek Wealth Management
Ohio
$1.58M +$15K +433 +1%
SB
420
Simmons Bank
Arkansas
$1.58M -$247K -7,152 -14%
CM
421
Columbus Macro
Pennsylvania
$1.58M +$1.58M +45,588 New
HCC
422
Hirtle Callaghan & Co
Pennsylvania
$1.57M – – –
IWC
423
Integrated Wealth Concepts
Massachusetts
$1.55M -$19.4K -561 -1%
ECM
424
Evergreen Capital Management
Washington
$1.53M +$5.53K +160 +0.4%
WP
425
WealthSource Partners
California
$1.52M +$35.9K +1,039 +2%
15 16
17
18 19