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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 %
LWM
401
Laidlaw Wealth Management
New York
$2.31M -$1.32M -33,821 -36%
WA
402
Wealthstar Advisors
Texas
$2.29M -$553K -14,170 -19%
TW
403
Towerpoint Wealth
California
$2.29M +$45.4K +1,162 +2%
WG
404
Winton Group
United Kingdom
$2.27M – – –
FAIM
405
Financial Advocates Investment Management
Washington
$2.26M +$555K +14,222 +32%
FTA
406
Financial & Tax Architects
Missouri
$2.25M -$291K -7,464 -11%
CCM
407
Carlson Capital Management
Minnesota
$2.24M +$5.23K +134 +0.2%
RWP
408
RWA Wealth Partners
Massachusetts
$2.22M +$1.96M +50,149 +737%
AC
409
Avestar Capital
New York
$2.2M – – –
AFP
410
Ausdal Financial Partners
Iowa
$2.19M -$91.5K -2,345 -4%
LNC
411
Lincoln National Corp
Pennsylvania
$2.18M +$160K +4,089 +8%
IW
412
Instrumental Wealth
Florida
$2.16M +$85K +2,231 +4%
FCA
413
FinTrust Capital Advisors
South Carolina
$2.14M +$214K +5,477 +11%
TSW
414
Thompson Siegel & Walmsley
Virginia
$2.13M – – –
OCM
415
One Capital Management
California
$2.11M +$71.2K +1,824 +3%
PFP
416
Pinnacle Financial Partners
Tennessee
$2.11M +$135K +3,461 +7%
AWM
417
Avior Wealth Management
Nebraska
$2.11M -$64.5K -1,653 -3%
NFG
418
Nadler Financial Group
Illinois
$2.08M -$363K -9,303 -15%
AP
419
Aspect Partners
Virginia
$2.08M +$2.08M +53,236 New
TWM
420
TriaGen Wealth Management
California
$2.08M +$9.56K +245 +0.5%
SPC
421
Sigma Planning Corp
Michigan
$2.08M -$4.92M -126,047 -70%
LA
422
LM Advisors
California
$2.06M +$2.06M +52,798 New
BRM
423
Boston Research & Management
Massachusetts
$2.06M – – –
SW
424
Signify Wealth
Missouri
$2.05M +$696K +17,829 +51%
MIA
425
MainStreet Investment Advisors
Illinois
$2.05M -$2.31M -59,125 -53%
15 16
17
18 19