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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
+$134M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$69M
3
WI
WealthNavi Inc
Japan
+$55.6M
4
FCAS
First Command Advisory Services
Texas
+$50.5M
5
AWM
Axxcess Wealth Management
California
+$33.1M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$765M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$574M
3
Charles Schwab
Charles Schwab
California
-$137M
4
CAM
Cresset Asset Management
Illinois
-$78M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
451
IEQ Capital
California
$1.44M +$9.31K +266 +0.7%
WP
452
WealthSource Partners
California
$1.44M -$100K -2,869 -7%
CI
453
CX Institutional
Indiana
$1.43M -$14.6M -417,931 -91%
IMC Chicago
454
IMC Chicago
Illinois
$1.43M -$6.82M -194,795 -83%
CWS
455
Confluence Wealth Services
Pennsylvania
$1.43M -$132K -3,784 -8%
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$1.42M -$803K -22,939 -36%
BO
457
Bank OZK
Arkansas
$1.39M -$490 -14 -0%
CFO
458
Callan Family Office
Pennsylvania
$1.39M +$3.92K +112 +0.3%
FIM
459
Freedom Investment Management
Connecticut
$1.39M -$174K -4,968 -11%
JWCA
460
J.W. Cole Advisors
Florida
$1.39M -$40.7K -1,162 -3%
RZH
461
Relyea Zuckerberg Hanson
Connecticut
$1.38M – – –
GRP
462
Global Retirement Partners
California
$1.38M -$44.7K -1,296 -3%
TPWA
463
TRUE Private Wealth Advisors
Oregon
$1.38M -$10.6K -302 -0.8%
WCM
464
Whitener Capital Management
North Carolina
$1.37M +$64.9K +1,854 +5%
RSWM
465
Robertson Stephens Wealth Management
California
$1.35M +$1.35M +38,621 New
SFFS
466
Stonehage Fleming Financial Services
Jersey
$1.35M +$1.09M +31,096 +426%
Mitsubishi UFJ Asset Management
467
Mitsubishi UFJ Asset Management
Japan
$1.34M -$189K -5,404 -12%
IC
468
Iconiq Capital
California
$1.33M – – –
SW
469
SlateStone Wealth
Florida
$1.33M -$89K -2,543 -6%
MHS
470
M Holdings Securities
Oregon
$1.32M +$342K +9,790 +35%
PP
471
Prudential plc
United Kingdom
$1.31M -$756K -21,610 -37%
APW
472
Austin Private Wealth
Texas
$1.29M -$34.6K -990 -3%
ICG
473
InterOcean Capital Group
Tennessee
$1.29M +$116K +3,324 +10%
FIM
474
FWL Investment Management
Texas
$1.26M -$31.5K -900 -2%
ES
475
ETF Store
Kansas
$1.25M -$48K -1,300 -4%
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