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iShares Gold Trust
IAU

Overview Fund Activity

955 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 269 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-49
Holders Change %
-4.88%
% of All Funds
16.51%
Holding in Top 10
99
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-18.85%
% of All Funds
1.71%
New
59
Increased
269
Reduced
427
Closed
90
Calls
$66.7M
Puts
$4.5M
Net Calls
+$62.2M
Net Calls Change
+$15.2M

Top Buyers

1
Jane Street
Jane Street
New York
+$264M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$47M
3
LPL Financial
LPL Financial
California
+$17.3M
4
Citigroup
Citigroup
New York
+$14.9M
5
PCA
Personal Capital Advisors
California
+$12.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$92M
2
PCP
Proficio Capital Partners
Massachusetts
-$86.4M
3
Wells Fargo
Wells Fargo
California
-$72.5M
4
FFA
First Foundation Advisors
California
-$59.2M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
426
Centric Wealth Management
Illinois
$1.47M +$6.06K +192 +0.4%
EAMA
427
EFG Asset Management (Americas)
Florida
$1.46M -$123K -2,830 -8%
WCFA
428
Walkner Condon Financial Advisors
Wisconsin
$1.46M +$135K +4,294 +10%
PIA
429
Perennial Investment Advisors
California
$1.45M -$50.3K -1,594 -3%
APW
430
Austin Private Wealth
Texas
$1.45M -$159K -5,052 -10%
HCC
431
Hirtle Callaghan & Co
Pennsylvania
$1.44M – – –
IWC
432
Integrated Wealth Concepts
Massachusetts
$1.43M +$56.2K +1,784 +4%
BWM
433
Birchcreek Wealth Management
Ohio
$1.43M +$140K +4,426 +11%
WIA
434
World Investment Advisors
California
$1.42M -$3.82K -121 -0.3%
BSW
435
Buckingham Strategic Wealth
Missouri
$1.4M -$4.29K -136 -0.3%
ECM
436
Evergreen Capital Management
Washington
$1.39M – – –
NEAM
437
New England Asset Management
Connecticut
$1.38M – – –
BO
438
Bank OZK
Arkansas
$1.36M – – –
WP
439
WealthSource Partners
California
$1.35M +$30K +951 +2%
FFN
440
Focus Financial Network
Minnesota
$1.35M -$410K -13,007 -23%
BCA
441
Bay Colony Advisors
Massachusetts
$1.34M -$398K -12,631 -23%
IWM
442
IHT Wealth Management
Illinois
$1.32M +$481K +15,241 +57%
SAM
443
SignalPoint Asset Management
Missouri
$1.32M -$33.9K -1,074 -3%
LNC
444
Lincoln National Corp
Pennsylvania
$1.3M +$18K +572 +1%
CWS
445
Confluence Wealth Services
Pennsylvania
$1.3M +$12.7K +403 +1%
SW
446
SlateStone Wealth
Florida
$1.3M -$268K -8,481 -17%
MNBTD
447
Moody National Bank Trust Division
Texas
$1.28M – – –
GW
448
GW & Wade
Massachusetts
$1.27M -$125K -3,953 -9%
HCM
449
Hengehold Capital Management
Ohio
$1.27M -$4.98K -158 -0.4%
WWM
450
Western Wealth Management
Colorado
$1.26M +$164K +5,216 +15%
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