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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 %
GW
451
GW & Wade
Massachusetts
$1.33M -$58.8K -1,700 -4%
VAM
452
Verity Asset Management
North Carolina
$1.31M +$170K +4,924 +15%
MWM
453
Modera Wealth Management
New Jersey
$1.3M -$7.61K -220 -0.6%
FAIM
454
Financial Advocates Investment Management
Washington
$1.29M -$29.9K -863 -2%
GRP
455
Global Retirement Partners
California
$1.29M +$125K +3,621 +11%
ES
456
ETF Store
Kansas
$1.28M -$5.41K -153 -0.4%
Lazard Asset Management
457
Lazard Asset Management
New York
$1.28M +$1.28M +36,900 New
M
458
MYeCFO
California
$1.26M +$1.26M +35,736 New
WS
459
Wedbush Securities
California
$1.26M +$450 +13 +0%
FIM
460
FWL Investment Management
Texas
$1.26M +$593K +17,150 +89%
SAM
461
Satovsky Asset Management
New York
$1.26M – – –
AP
462
Arlington Partners
Alabama
$1.24M +$51.5K +1,488 +4%
SAM
463
Strategy Asset Managers
California
$1.24M +$142K +4,113 +13%
JWCA
464
J.W. Cole Advisors
Florida
$1.24M +$6.88K +199 +0.6%
JCM
465
J2 Capital Management
Michigan
$1.23M -$15.3K -443 -1%
PFP
466
Pinnacle Financial Partners
Tennessee
$1.23M -$543K -15,687 -31%
RC
467
Roundview Capital
New Jersey
$1.23M -$48.6K -1,405 -4%
BA
468
Bristlecone Advisors
Washington
$1.23M +$134K +3,865 +12%
PFS
469
Prospera Financial Services
Texas
$1.22M -$1.38M -39,916 -53%
PAG
470
Private Advisor Group
New Jersey
$1.22M +$109 +15 +0%
BPC
471
Banque Pictet & Cie
Switzerland
$1.21M – – –
HWP
472
Highline Wealth Partners
California
$1.19M +$268K +7,758 +29%
SAM
473
Simplify Asset Management
Nevada
$1.18M +$92.9K +2,686 +9%
GC
474
Gibson Capital
Pennsylvania
$1.16M -$2.94K -85 -0.3%
BIA
475
Benchmark Investment Advisors
Illinois
$1.16M -$185K -5,337 -14%
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