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iShares Gold Trust
IAU

Overview Fund Activity

1,058 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 346 increasing their positions, 386 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+26
Holders Change %
+2.52%
% of All Funds
16.69%
Holding in Top 10
93
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.71%
% of All Funds
1.47%
New
87
Increased
346
Reduced
386
Closed
49
Calls
$191M
Puts
$151M
Net Calls
+$39.7M
Net Calls Change
-$98.7M

Top Buyers

1
MB
1
Mizuho Bank
Japan
$291M
2
Jane Street
2
Jane Street
New York
$99.4M
3
Ameriprise
3
Ameriprise
Minnesota
$261M
4
WI
4
WealthNavi Inc
Japan
$84.5M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$175M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$66M
2
BA
2
Bridgewater Associates
Connecticut
$3.47M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$844M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$236M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$88.7M +$1.27M +34,992 +1%
ET
27
Equitable Trust
Tennessee
$88.6M +$761K +20,908 +0.9%
TAM
28
Tocqueville Asset Management
New York
$86.6M -$79.7K -2,190 -0.1%
WI
29
WealthNavi Inc
Japan
$84.5M +$52.5M +1,442,110 +164%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$83M +$2.62M +72,114 +3%
Northern Trust
31
Northern Trust
Illinois
$79.9M +$4.47M +122,887 +6%
PCP
32
Proficio Capital Partners
Massachusetts
$79.1M -$8.17M -224,592 -9%
GAG
33
GM Advisory Group
New York
$76.8M +$3.67M +100,739 +5%
Asset Management One
34
Asset Management One
Japan
$72.9M -$6.48M -178,109 -8%
Osaic Holdings
35
Osaic Holdings
Arizona
$66.9M +$510K +14,011 +0.8%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$66M -$70M -1,923,630 -51%
AL
37
Arnhold LLC
New York
$65.8M – – –
MD
38
Money Design
Japan
$65.3M -$1.6M -43,891 -2%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$64.8M +$13.2M +361,561 +25%
Stifel Financial
40
Stifel Financial
Missouri
$60.1M +$463K +12,719 +0.8%
CTC
41
Central Trust Company
Missouri
$59.2M -$1M -27,553 -2%
MCM
42
Moon Capital Management
New York
$56.8M – – –
Franklin Resources
43
Franklin Resources
California
$53.9M -$6.88K -189 -0%
FCB
44
First Command Bank
Texas
$49.4M +$5.18M +142,369 +12%
FCFS
45
First Command Financial Services
Texas
$49.4M +$5.18M +142,369 +12%
JMFC
46
J.M. Forbes & Co
Massachusetts
$49.3M -$343K -9,421 -0.7%
TA
47
Tiedemann Advisors
New York
$48.3M -$278K -7,640 -0.6%
PAMS
48
Pictet Asset Management (Switzerland)
Switzerland
$48.1M -$887K -24,365 -2%
BFPW
49
BOK Financial Private Wealth
Colorado
$48M -$3.01M -82,788 -6%
Chevy Chase Trust
50
Chevy Chase Trust
Maryland
$46.6M -$1.31M -35,869 -3%
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