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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 %
LSIA
426
LaSalle St. Investment Advisors
Illinois
$2.05M -$1.87M -4,797 -48%
IWM
427
IHT Wealth Management
Illinois
$2.04M +$395K +10,127 +24%
SA
428
Sunesis Advisors
Kansas
$2.04M – – –
NC
429
NewSquare Capital
Pennsylvania
$2.03M +$18.3K +468 +0.9%
CFGF
430
Compass Financial Group (Florida)
Florida
$2.03M -$27K -692 -1%
VC
431
Vicus Capital
Pennsylvania
$1.98M -$162K -4,160 -8%
MA
432
Mutual Advisors
Nebraska
$1.92M +$215K +5,515 +13%
RMF
433
Red Mountain Financial
Colorado
$1.9M +$1.9M +48,723 New
SAM
434
Simplify Asset Management
Nevada
$1.9M -$215K -5,514 -10%
GW
435
GW & Wade
Massachusetts
$1.9M +$265K +6,779 +16%
Focus Partners Wealth
436
Focus Partners Wealth
Massachusetts
$1.89M +$1.89M +48,510 New
VFO
437
Virtus Family Office
Texas
$1.89M +$61.8K +1,584 +3%
BSW
438
Buckingham Strategic Wealth
Missouri
$1.86M +$227K +5,814 +14%
JWCA
439
J.W. Cole Advisors
Florida
$1.85M +$303K +7,752 +20%
BAM
440
Belpointe Asset Management
Nevada
$1.84M -$303K -7,755 -14%
WAS
441
Winch Advisory Services
Wisconsin
$1.83M -$46.6K -1,195 -2%
WA
442
WBH Advisory
Maryland
$1.82M -$134K -3,446 -7%
AR
443
Apeiron RIA
Texas
$1.81M -$8.98K -230 -0.5%
GC
444
Guidance Capital
Kentucky
$1.81M +$12K +309 +0.7%
ARC
445
Advisor Resource Council
Texas
$1.79M +$1.79M +45,934 New
FLPIM
446
F.L. Putnam Investment Management
Massachusetts
$1.78M -$21.7K -555 -1%
QCM
447
Quantinno Capital Management
New York
$1.78M +$1.78M +45,612 New
TWP
448
Tempus Wealth Planning
California
$1.77M +$1.77M +45,343 New
VCWA
449
Vanguard Capital Wealth Advisors
Colorado
$1.72M +$342K +8,775 +25%
DFCM
450
Dark Forest Capital Management
Puerto Rico
$1.71M +$1.71M +43,883 New
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