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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 %
VFO
426
Virtus Family Office
Texas
$1.64M +$21.1K +603 +1%
AR
427
Apeiron RIA
Texas
$1.63M -$88.9K -2,541 -5%
OC
428
Oppenheimer & Co
New York
$1.63M -$1.04M -29,632 -39%
FLPIM
429
F.L. Putnam Investment Management
Massachusetts
$1.62M -$69.8K -1,996 -4%
GC
430
Guidance Capital
Kentucky
$1.59M +$1.55K +45 +0.1%
T
431
TRUADVICE
Florida
$1.57M +$51.7K +1,410 +3%
AAS
432
Ameritas Advisory Services
Nebraska
$1.55M +$686K +19,001 +80%
SCM
433
SevenOneSeven Capital Management
Pennsylvania
$1.54M +$33.7K +914 +2%
FAIM
434
Financial Advocates Investment Management
Washington
$1.53M +$61K +1,744 +4%
HI
435
Harbour Investments
Wisconsin
$1.53M -$10.1K -290 -0.7%
MA
436
Mutual Advisors
Nebraska
$1.53M -$197K -5,622 -11%
SF
437
Synovus Financial
Georgia
$1.51M -$3.64K -104 -0.2%
SAM
438
SignalPoint Asset Management
Missouri
$1.5M +$31.5K +899 +2%
MIA
439
MMBG Investment Advisors
Florida
$1.5M – – –
KIA
440
Knollwood Investment Advisory
Maryland
$1.5M – – –
AAS
441
Avantax Advisory Services
Texas
$1.49M -$906K -25,902 -38%
WCFA
442
Walkner Condon Financial Advisors
Wisconsin
$1.48M +$1.51K +43 +0.1%
TW
443
TrinityPoint Wealth
Connecticut
$1.48M -$104K -2,959 -7%
MWM
444
Meridian Wealth Management
Kentucky
$1.48M +$953K +27,228 +181%
IWM
445
IHT Wealth Management
Illinois
$1.48M +$175 +5 +0%
LWM
446
Liberty Wealth Management
California
$1.47M +$16.1K +461 +1%
BSW
447
Buckingham Strategic Wealth
Missouri
$1.47M +$64.7K +1,848 +5%
GW
448
GW & Wade
Massachusetts
$1.47M -$58.1K -1,660 -4%
WS
449
Wedbush Securities
California
$1.46M -$43.2K -1,236 -3%
DSN
450
D. Scott Neal
Kentucky
$1.45M +$1.14M +32,438 +359%
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