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iShares Gold Trust
IAU

Overview Fund Activity

1,009 hedge funds and large institutions have $16.4B invested in iShares Gold Trust in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 261 increasing their positions, 410 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+54
Holders Change %
+5.65%
% of All Funds
16.28%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.55%
New
137
Increased
261
Reduced
410
Closed
63
Calls
$39.2M
Puts
$3.61M
Net Calls
+$35.6M
Net Calls Change
-$26.7M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$32.2M
2
Cerity Partners
Cerity Partners
New York
+$30M
3
HighTower Advisors
HighTower Advisors
Illinois
+$28.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$28.4M
5
ET
Equitable Trust
Tennessee
+$28.1M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$747M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$627M
3
Jane Street
Jane Street
New York
-$203M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$143M
5
Bank of America
Bank of America
North Carolina
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
RZH
476
Relyea Zuckerberg Hanson
Connecticut
$1.15M +$85.7K +2,477 +8%
CPM
477
Connective Portfolio Management
New York
$1.15M – – –
HFP
478
Holistic Financial Partners
Indiana
$1.15M – – –
MGIA
479
Moneta Group Investment Advisors
Missouri
$1.13M +$877K +24,034 +343%
SPA
480
Sentinel Pension Advisors
Massachusetts
$1.12M -$2.18M -62,994 -66%
FCA
481
FinTrust Capital Advisors
South Carolina
$1.12M +$181K +5,228 +19%
BA
482
Ballew Advisors
Mississippi
$1.11M – – –
SVWAG
483
Sound View Wealth Advisors Group
Georgia
$1.1M +$1.1M +28,296 New
UCB
484
United Community Bank
South Carolina
$1.09M – – –
PCTC
485
Perkins Coie Trust Company
Washington
$1.06M -$54.8K -1,583 -5%
PIA
486
Perennial Investment Advisors
California
$1.06M -$535K -15,474 -34%
IFS
487
Ifrah Financial Services
Arkansas
$1.05M -$14.7K -426 -1%
BFS
488
Bard Financial Services
Connecticut
$1.05M – – –
CAMG
489
CWA Asset Management Group
Florida
$1.04M -$3.02M -87,239 -74%
BAG
490
Bridgewealth Advisory Group
California
$1.04M +$1.04M +30,031 New
AP
491
Americana Partners
Texas
$1.03M -$197K -5,685 -16%
S
492
SignatureFD
Georgia
$1.03M -$6.71K -194 -0.6%
PWM
493
PBMares Wealth Management
Virginia
$1.02M -$100K -2,896 -9%
IAG
494
Ipsen Advisor Group
Arkansas
$992K +$992K +28,668 New
CCB
495
Country Club Bank
Missouri
$991K +$105K +3,046 +12%
HC
496
Hamilton Capital
Ohio
$985K – – –
SAM
497
S.A. Mason
Michigan
$981K – – –
AIA
498
Avalon Investment & Advisory
Texas
$978K +$14.1K +408 +1%
EL
499
EMFO LLC
Florida
$977K -$96.1K -2,778 -9%
FPCP
500
Fort Point Capital Partners
California
$974K +$29.2K +843 +3%
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