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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 %
WCFA
451
Walkner Condon Financial Advisors
Wisconsin
$1.7M +$45.3K +1,160 +3%
KPF
452
K2 Principal Fund
Ontario, Canada
$1.69M +$1.69M +43,200 New
MIA
453
MMBG Investment Advisors
Florida
$1.67M – – –
SAM
454
SignalPoint Asset Management
Missouri
$1.67M -$4.33K -111 -0.3%
KIA
455
Knollwood Investment Advisory
Maryland
$1.67M – – –
CG
456
Cutler Group
California
$1.66M +$1.66M +42,572 New
HI
457
Harbour Investments
Wisconsin
$1.66M -$50.6K -1,296 -3%
ASFA
458
All Season Financial Advisors
Colorado
$1.66M +$1.66M +42,420 New
SIS
459
Strategic Investment Solutions
Illinois
$1.65M -$22.7M -581,431 -93%
JF
460
Jump Financial
Illinois
$1.65M -$409K -10,481 -20%
WS
461
Wedbush Securities
California
$1.64M +$12.3K +314 +0.8%
Susquehanna International Group
462
Susquehanna International Group
Pennsylvania
$1.63M -$13.9M -356,917 -90%
FF
463
Farrell Financial
New York
$1.61M +$1.61M +45,446 New
FIM
464
Freedom Investment Management
Connecticut
$1.6M +$50.8K +1,302 +3%
DSN
465
D. Scott Neal
Kentucky
$1.59M -$27.1K -695 -2%
CWS
466
Confluence Wealth Services
Pennsylvania
$1.59M -$2.15K -55 -0.1%
TPWA
467
TRUE Private Wealth Advisors
Oregon
$1.56M +$25K +641 +2%
WP
468
WealthSource Partners
California
$1.56M -$46.8K -1,200 -3%
NPFS
469
Novak & Powell Financial Services
Florida
$1.54M +$1.54M +39,349 New
WCM
470
Whitener Capital Management
North Carolina
$1.52M -$781 -20 -0.1%
SS
471
Simplicity Solutions
Minnesota
$1.52M +$129K +3,306 +9%
TPI
472
Trust Point Inc
Wisconsin
$1.52M +$1.52M +38,851 New
VR
473
Valued Retirements
Texas
$1.51M +$1.51M +38,648 New
RSWM
474
Robertson Stephens Wealth Management
California
$1.51M – – –
IC
475
Iconiq Capital
California
$1.49M – – –
17 18
19
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