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

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$215M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$828M
3
Charles Schwab
Charles Schwab
California
$65.1M
4
CAM
Cresset Asset Management
Illinois
$57.3M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$751M
Name Holding Trade Value Shares
Change 		Shares
Change %
IW
401
Instrumental Wealth
Florida
$1.99M -$288K -7,923 -13%
AC
402
Avestar Capital
New York
$1.98M +$1.98M +56,445 New
AWM
403
Avior Wealth Management
Nebraska
$1.95M -$85.2K -2,435 -4%
BAM
404
Belpointe Asset Management
Nevada
$1.92M +$432K +12,346 +29%
XS
405
XR Securities
Illinois
$1.92M -$245K -7,011 -11%
VC
406
Vicus Capital
Pennsylvania
$1.92M -$634K -18,121 -25%
TSW
407
Thompson Siegel & Walmsley
Virginia
$1.91M – – –
SAM
408
Simplify Asset Management
Nevada
$1.9M -$933K -26,651 -33%
TWM
409
TriaGen Wealth Management
California
$1.85M +$110K +3,138 +6%
JF
410
Jump Financial
Illinois
$1.85M +$926K +26,462 +100%
BRM
411
Boston Research & Management
Massachusetts
$1.85M – – –
CFGF
412
Compass Financial Group (Florida)
Florida
$1.84M +$15.7K +448 +0.9%
OCM
413
One Capital Management
California
$1.83M -$17.7K -506 -1%
SA
414
Sunesis Advisors
Kansas
$1.83M +$1.83M +52,214 New
LNC
415
Lincoln National Corp
Pennsylvania
$1.81M +$65.3K +1,865 +4%
NC
416
NewSquare Capital
Pennsylvania
$1.81M -$16.9K -483 -0.9%
PFP
417
Pinnacle Financial Partners
Tennessee
$1.77M +$492K +14,065 +39%
WA
418
WBH Advisory
Maryland
$1.75M +$20K +573 +1%
RG
419
Rathbones Group
United Kingdom
$1.75M +$1.75M +50,030 New
CG
420
Colony Group
Massachusetts
$1.74M -$39.5K -1,128 -2%
FCA
421
FinTrust Capital Advisors
South Carolina
$1.72M +$592K +16,911 +52%
SPWM
422
Spartan Planning & Wealth Management
North Carolina
$1.72M +$1.72M +49,117 New
WAS
423
Winch Advisory Services
Wisconsin
$1.69M -$31.7K -907 -2%
USAA
424
United Services Automobile Association
Texas
$1.67M -$686K -19,618 -29%
PGF
425
Plan Group Financial
Oklahoma
$1.67M +$1.4M +40,040 +530%
15 16
17
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