IAU icon

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
16.72%
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
1
Morgan Stanley
New York
$1.7B
2
Charles Schwab
2
Charles Schwab
California
$237M
3
Jane Street
3
Jane Street
New York
$163M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$481M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$78.9M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$174M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$156M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$897M
5
Bank of America
5
Bank of America
North Carolina
$1.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$118M -$3.95M -101,286 -3%
KeyBank National Association
27
KeyBank National Association
Ohio
$114M -$274K -7,019 -0.2%
ET
28
Equitable Trust
Tennessee
$100M +$4.96M +127,124 +5%
Northern Trust
29
Northern Trust
Illinois
$98.2M +$6.43M +164,787 +7%
TAM
30
Tocqueville Asset Management
New York
$90.5M -$1.07M -27,432 -1%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$88.1M +$847K +21,701 +1%
GAG
32
GM Advisory Group
New York
$84.6M +$1.43M +36,696 +2%
PCP
33
Proficio Capital Partners
Massachusetts
$81.7M +$1.31M +33,422 +2%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$78.9M +$47.2M +1,210,553 +149%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$78.1M +$5.62M +144,014 +8%
Osaic Holdings
36
Osaic Holdings
Arizona
$71.9M -$11.8M -302,991 -14%
MD
37
Money Design
Japan
$70.8M -$2.59M -66,393 -4%
AL
38
Arnhold LLC
New York
$70.5M – – –
Chevy Chase Trust
39
Chevy Chase Trust
Maryland
$66.2M +$24.3M +621,382 +58%
Stifel Financial
40
Stifel Financial
Missouri
$65.8M +$2.88M +73,860 +5%
Pictet Asset Management
41
Pictet Asset Management
Switzerland
$64M +$1.47M +37,690 +2%
CTC
42
Central Trust Company
Missouri
$61.5M -$1M -25,711 -2%
MCM
43
Moon Capital Management
New York
$60.9M – – –
FCAS
44
First Command Advisory Services
Texas
$57.2M +$897K +22,970 +2%
JMFC
45
J.M. Forbes & Co
Massachusetts
$54M +$795K +20,369 +1%
Franklin Resources
46
Franklin Resources
California
$50.5M -$6.43M -164,853 -11%
Asset Management One
47
Asset Management One
Japan
$50.5M -$13.7M -351,628 -21%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$49.2M +$12.8M +328,374 +35%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$47.6M +$3.83M +98,065 +9%
TWM
50
Tanglewood Wealth Management
Texas
$46.3M +$16.1M +412,407 +53%
1
2
3 4 5