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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
1
Charles Schwab
California
$221M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$126M
3
GCWM
3
Graham Capital Wealth Management
District of Columbia
$113M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$289M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.52B

Top Sellers

1
Citigroup
1
Citigroup
New York
$21.7M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$922M
4
Jane Street
4
Jane Street
New York
$3.47M
5
LSAG
5
Lake Street Advisors Group
New Hampshire
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$89.8M -$5.42M -145,009 -6%
PCP
27
Proficio Capital Partners
Massachusetts
$89.6M +$8.02M +214,676 +10%
TAM
28
Tocqueville Asset Management
New York
$89M +$5.92M +158,492 +7%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$82.5M +$3.12M +83,358 +4%
Asset Management One
30
Asset Management One
Japan
$81.5M -$8.62M -230,770 -10%
Northern Trust
31
Northern Trust
Illinois
$77.4M +$7.02M +187,760 +10%
GAG
32
GM Advisory Group
New York
$75.1M +$13.5M +361,421 +22%
MB
33
Mizuho Bank
Japan
$74.7M – – –
Baird Financial Group
34
Baird Financial Group
Wisconsin
$73.9M +$10.8M +288,185 +17%
BA
35
Bridgewater Associates
Connecticut
$69.3M -$15.6M -416,891 -18%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$69.1M +$20.2M +414,081 +41%
MD
37
Money Design
Japan
$68.7M +$1.6M +42,936 +2%
Osaic Holdings
38
Osaic Holdings
Arizona
$68.3M +$6.23M +166,187 +10%
AL
39
Arnhold LLC
New York
$67.5M – – –
CTC
40
Central Trust Company
Missouri
$61.8M -$1.76M -47,228 -3%
Stifel Financial
41
Stifel Financial
Missouri
$61.3M -$13.3M -356,931 -18%
MCM
42
Moon Capital Management
New York
$58.3M – – –
Franklin Resources
43
Franklin Resources
California
$55.4M -$4.31M -115,441 -7%
BFPW
44
BOK Financial Private Wealth
Colorado
$52.4M -$2.3M -61,546 -4%
JMFC
45
J.M. Forbes & Co
Massachusetts
$51M +$1.51M +40,487 +3%
PAMS
46
Pictet Asset Management (Switzerland)
Switzerland
$50.3M +$22.7M +607,495 +82%
BTI
47
Blue Trust Inc
Georgia
$49.9M -$26.4M -762,252 -35%
TA
48
Tiedemann Advisors
New York
$49.9M -$992K -26,548 -2%
Chevy Chase Trust
49
Chevy Chase Trust
Maryland
$49.2M +$12.8M +342,259 +35%
CAAS
50
Capital Asset Advisory Services
Michigan
$47.3M -$1.71M -45,722 -3%
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