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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 %
FIM
426
Freedom Investment Management
Connecticut
$1.52M -$124K -3,574 -8%
IWM
427
IHT Wealth Management
Illinois
$1.51M +$62K +1,793 +4%
TW
428
TrinityPoint Wealth
Connecticut
$1.51M -$2.26M -65,373 -60%
SF
429
Synovus Financial
Georgia
$1.49M +$112K +3,227 +8%
WCFA
430
Walkner Condon Financial Advisors
Wisconsin
$1.49M -$109K -3,144 -7%
KIA
431
Knollwood Investment Advisory
Maryland
$1.48M +$1.48M +42,851 New
BO
432
Bank OZK
Arkansas
$1.48M -$15.6K -450 -1%
BSW
433
Buckingham Strategic Wealth
Missouri
$1.46M -$73.4K -2,121 -5%
LCAM
434
London & Capital Asset Management
United Kingdom
$1.46M -$884K -25,550 -38%
APW
435
Austin Private Wealth
Texas
$1.45M -$139K -4,010 -9%
RA
436
RFG Advisory
Alabama
$1.45M +$1.2M +34,043 +487%
CWM
437
Congress Wealth Management
Massachusetts
$1.44M -$2.37M -68,551 -62%
SAM
438
SignalPoint Asset Management
Missouri
$1.43M -$15.5K -448 -1%
SW
439
SlateStone Wealth
Florida
$1.42M -$2.01K -58 -0.1%
WCM
440
Whitener Capital Management
North Carolina
$1.42M +$56.7K +1,638 +4%
SCA
441
Snowden Capital Advisors
New York
$1.41M +$103K +2,974 +8%
SFFS
442
Stonehage Fleming Financial Services
Jersey
$1.41M -$243K -7,033 -15%
SCM
443
SevenOneSeven Capital Management
Pennsylvania
$1.41M +$228K +6,579 +19%
HCM
444
Hengehold Capital Management
Ohio
$1.39M – – –
WDL
445
Well Done LLC
Michigan
$1.39M +$118K +3,415 +9%
CCM
446
Condor Capital Management
New Jersey
$1.37M +$1.04M +29,931 +314%
HI
447
Harbour Investments
Wisconsin
$1.36M +$245K +7,073 +22%
TPWA
448
TRUE Private Wealth Advisors
Oregon
$1.35M -$597K -17,270 -31%
CF
449
Clarity Financial
Texas
$1.35M -$8.8M -254,298 -87%
PA
450
PFG Advisors
Arizona
$1.34M +$753K +21,768 +128%
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