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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
1
JPMorgan Chase & Co
New York
$360M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$241M
3
WI
3
WealthNavi Inc
Japan
$137M
4
FCAS
4
First Command Advisory Services
Texas
$50.5M
5
AWM
5
Axxcess Wealth Management
California
$38.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$215M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$828M
3
Charles Schwab
3
Charles Schwab
California
$65.1M
4
CAM
4
Cresset Asset Management
Illinois
$57.3M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$751M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
26
Equitable Trust
Tennessee
$85.4M +$227K +6,497 +0.3%
Northern Trust
27
Northern Trust
Illinois
$82.3M +$5.51M +157,334 +7%
TAM
28
Tocqueville Asset Management
New York
$82.1M -$1.16M -33,060 -1%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$78.2M -$1.54M -43,913 -2%
Osaic Holdings
30
Osaic Holdings
Arizona
$75.1M +$10.8M +309,074 +17%
GAG
31
GM Advisory Group
New York
$74.5M +$666K +19,021 +0.9%
PCP
32
Proficio Capital Partners
Massachusetts
$72M -$4.05M -115,831 -5%
MD
33
Money Design
Japan
$65.8M +$3M +85,620 +5%
Charles Schwab
34
Charles Schwab
California
$65.1M -$137M -3,916,246 -68%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$65M +$2.61M +74,640 +4%
AL
36
Arnhold LLC
New York
$63.2M – – –
Jane Street
37
Jane Street
New York
$60.8M -$34.8M -993,670 -36%
Asset Management One
38
Asset Management One
Japan
$57.5M -$12.6M -360,517 -18%
CAM
39
Cresset Asset Management
Illinois
$57.3M -$78M -2,228,450 -58%
Stifel Financial
40
Stifel Financial
Missouri
$56.4M -$1.43M -40,909 -2%
CTC
41
Central Trust Company
Missouri
$56M -$871K -24,885 -2%
Pictet Asset Management
42
Pictet Asset Management
Switzerland
$56M +$56M +1,600,840 New
MCM
43
Moon Capital Management
New York
$54.6M – – –
Franklin Resources
44
Franklin Resources
California
$51M -$783K -22,369 -2%
FCAS
45
First Command Advisory Services
Texas
$50.5M +$50.5M +1,442,503 New
JMFC
46
J.M. Forbes & Co
Massachusetts
$47.7M +$240K +6,845 +0.5%
TA
47
Tiedemann Advisors
New York
$45.2M -$1.23M -35,122 -3%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$43.5M -$20M -571,713 -32%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$39.2M +$1.68M +47,892 +4%
AWM
50
Axxcess Wealth Management
California
$38.8M +$33.1M +946,138 +585%
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