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iShares Gold Trust
IAU

Overview Fund Activity

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$141M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$110M
3
GCWM
Graham Capital Wealth Management
District of Columbia
+$94M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$85M

Top Sellers

1
Citigroup
Citigroup
New York
-$256M
2
Temasek Holdings
Temasek Holdings
Singapore
-$251M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$114M
4
Jane Street
Jane Street
New York
-$90.4M
5
LSAG
Lake Street Advisors Group
New Hampshire
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
426
RFG Advisory
Alabama
$1.69M +$160K +4,293 +10%
CWS
427
Confluence Wealth Services
Pennsylvania
$1.69M -$20.6K -551 -1%
SCA
428
Snowden Capital Advisors
New York
$1.68M +$156K +4,177 +10%
GRP
429
Global Retirement Partners
California
$1.67M +$235K +6,104 +16%
MWM
430
MinichMacGregor Wealth Management
New York
$1.66M +$1.66M +44,304 +177,216%
JWCA
431
J.W. Cole Advisors
Florida
$1.65M +$317K +8,490 +24%
SOS
432
Silver Oak Securities
Tennessee
$1.65M +$1.21M +32,389 +276%
TW
433
TrinityPoint Wealth
Connecticut
$1.63M +$5.34K +143 +0.3%
HI
434
Harbour Investments
Wisconsin
$1.62M +$153K +4,103 +10%
FA
435
Fermata Advisors
California
$1.62M -$3.28M -87,889 -67%
SIS
436
Strategic Investment Solutions
Illinois
$1.61M -$151K -4,030 -9%
NW
437
Naviter Wealth
Arkansas
$1.61M -$8.98M -240,192 -85%
ECM
438
Evergreen Capital Management
Washington
$1.61M -$50.6K -1,355 -3%
WCFA
439
Walkner Condon Financial Advisors
Wisconsin
$1.61M -$3.44K -92 -0.2%
MIA
440
MMBG Investment Advisors
Florida
$1.6M +$1.6M +42,900 New
KIA
441
Knollwood Investment Advisory
Maryland
$1.6M – – –
AP
442
Arlington Partners
Alabama
$1.59M +$252K +6,750 +19%
AAS
443
Ameritas Advisory Services
Nebraska
$1.58M -$212K -5,648 -12%
SF
444
Synovus Financial
Georgia
$1.58M -$36.8K -985 -2%
VCWA
445
Vanguard Capital Wealth Advisors
Colorado
$1.57M -$996K -26,651 -39%
PCIG
446
Partners Capital Investment Group
Massachusetts
$1.57M -$22.9M -612,571 -94%
AA
447
Advisory Alpha
Michigan
$1.56M +$1.2M +32,019 +325%
SCM
448
SevenOneSeven Capital Management
Pennsylvania
$1.56M +$6.03K +158 +0.4%
AR
449
Apeiron RIA
Texas
$1.56M +$520K +13,907 +50%
WCM
450
Whitener Capital Management
North Carolina
$1.55M +$20.1K +539 +1%
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