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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 %
VAM
451
Verity Asset Management
North Carolina
$1.55M +$138K +3,692 +10%
LSIA
452
LaSalle St. Investment Advisors
Illinois
$1.55M -$939K -25,123 -38%
HCC
453
Hirtle Callaghan & Co
Pennsylvania
$1.55M -$151K -4,046 -9%
APW
454
Austin Private Wealth
Texas
$1.55M -$22.3K -598 -1%
WQ
455
Wealth Quarterback
New Jersey
$1.55M -$4.44M -118,705 -74%
BO
456
Bank OZK
Arkansas
$1.55M -$49.2K -1,317 -3%
SAM
457
SignalPoint Asset Management
Missouri
$1.54M -$5.64K -151 -0.4%
IC
458
IEQ Capital
California
$1.52M -$518K -13,867 -25%
GSEP
459
Golden State Equity Partners
California
$1.49M +$1.49M +39,960 New
GW
460
GW & Wade
Massachusetts
$1.49M +$50.7K +1,356 +4%
WS
461
Wedbush Securities
California
$1.47M +$102K +2,727 +7%
CFO
462
Callan Family Office
Pennsylvania
$1.46M +$774K +20,725 +112%
CWM
463
Congress Wealth Management
Massachusetts
$1.46M -$91.7K -2,454 -6%
BSW
464
Buckingham Strategic Wealth
Missouri
$1.46M – – –
SW
465
SlateStone Wealth
Florida
$1.46M -$79.7K -2,133 -5%
BWM
466
Birchcreek Wealth Management
Ohio
$1.45M -$264K -7,068 -15%
Lazard Asset Management
467
Lazard Asset Management
New York
$1.44M +$63.5K +1,700 +5%
WP
468
WealthSource Partners
California
$1.44M -$203K -5,437 -12%
FLPIM
469
F.L. Putnam Investment Management
Massachusetts
$1.41M +$541K +14,489 +62%
ICP
470
Interchange Capital Partners
Pennsylvania
$1.41M +$420K +9,893 +42%
LCAM
471
London & Capital Asset Management
United Kingdom
$1.41M -$163K -4,362 -10%
RZH
472
Relyea Zuckerberg Hanson
Connecticut
$1.38M +$133K +3,567 +11%
MWM
473
Modera Wealth Management
New Jersey
$1.37M -$29.7K -795 -2%
SAM
474
Strategy Asset Managers
California
$1.37M +$29K +776 +2%
T
475
TRUADVICE
Florida
$1.37M +$587K +15,563 +75%
17 18
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