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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 %
SF
451
Synovus Financial
Georgia
$1.26M +$105K +3,328 +9%
Brown Advisory
452
Brown Advisory
Maryland
$1.26M -$104K -3,297 -8%
WCM
453
Whitener Capital Management
North Carolina
$1.24M +$15.5K +493 +1%
MA
454
Mosaic Advisors
Texas
$1.24M -$192K -6,100 -13%
BIA
455
Benchmark Investment Advisors
Illinois
$1.23M +$237K +7,520 +24%
FAIM
456
Financial Advocates Investment Management
Washington
$1.2M -$481K -15,243 -29%
SCA
457
Snowden Capital Advisors
New York
$1.19M -$883 -28 -0.1%
BWP
458
Baldwin Wealth Partners
Massachusetts
$1.19M – – –
GCIG
459
Grand Central Investment Group
Florida
$1.19M -$102K -3,233 -8%
MWM
460
Modera Wealth Management
New Jersey
$1.19M +$59.1K +1,875 +5%
RC
461
Roundview Capital
New Jersey
$1.17M -$2.14M -67,969 -65%
WDL
462
Well Done LLC
Michigan
$1.16M -$516K -16,364 -31%
WS
463
Wedbush Securities
California
$1.15M +$12.1K +385 +1%
SAM
464
Satovsky Asset Management
New York
$1.15M – – –
ES
465
ETF Store
Kansas
$1.14M -$71.3K -2,261 -6%
PG
466
Pendal Group
Australia
$1.14M +$29K +919 +3%
JCM
467
J2 Capital Management
Michigan
$1.14M -$640K -20,286 -36%
RCG
468
Regatta Capital Group
California
$1.13M +$138K +4,007 +14%
AP
469
Americana Partners
Texas
$1.12M -$15.3K -487 -1%
JWCA
470
J.W. Cole Advisors
Florida
$1.12M -$188K -5,971 -14%
HI
471
Harbour Investments
Wisconsin
$1.11M – – –
BPC
472
Banque Pictet & Cie
Switzerland
$1.1M – – –
AP
473
Arlington Partners
Alabama
$1.09M -$3.15K -100 -0.3%
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$1.08M -$3.2M -101,565 -75%
CS
475
Credit Suisse
Switzerland
$1.08M -$203K -6,434 -16%
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