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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
Charles Schwab
California
+$141M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$110M
3
GCWM
Graham Capital Wealth Management
District of Columbia
+$94M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$85M

Top Sellers

1
Citigroup
Citigroup
New York
-$256M
2
Temasek Holdings
Temasek Holdings
Singapore
-$251M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$114M
4
Jane Street
Jane Street
New York
-$90.4M
5
LSAG
Lake Street Advisors Group
New Hampshire
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
476
Pinnacle Financial Partners
Tennessee
$1.36M +$30.9K +826 +2%
FIM
477
FWL Investment Management
Texas
$1.36M – – –
FAIM
478
Financial Advocates Investment Management
Washington
$1.35M -$41.6K -1,112 -3%
SAM
479
Satovsky Asset Management
New York
$1.35M -$11.7K -312 -0.9%
LGWM
480
Litman Gregory Wealth Management
California
$1.35M +$1.35M +36,075 New
ES
481
ETF Store
Kansas
$1.34M -$28.6K -754 -2%
RC
482
Roundview Capital
New Jersey
$1.32M -$11.4K -306 -0.9%
PA
483
PFG Advisors
Arizona
$1.31M -$141K -3,779 -10%
BPC
484
Banque Pictet & Cie
Switzerland
$1.31M – – –
TPWA
485
TRUE Private Wealth Advisors
Oregon
$1.29M -$167K -4,471 -11%
HWP
486
Highline Wealth Partners
California
$1.28M – – –
ML
487
McAdam LLC
Pennsylvania
$1.27M +$1.05M +27,998 +463%
BA
488
Bristlecone Advisors
Washington
$1.27M -$57.4K -1,536 -4%
SFFS
489
Stonehage Fleming Financial Services
Jersey
$1.25M -$273K -7,297 -18%
SB
490
Simmons Bank
Arkansas
$1.24M -$468K -12,522 -27%
CPM
491
Connective Portfolio Management
New York
$1.24M – – –
HFP
492
Holistic Financial Partners
Indiana
$1.24M – – –
GC
493
Gibson Capital
Pennsylvania
$1.23M -$23.9K -640 -2%
BAG
494
Bridgewealth Advisory Group
California
$1.21M +$90.8K +2,430 +8%
AP
495
Americana Partners
Texas
$1.21M +$90.8K +2,430 +8%
EWM
496
Empirical Wealth Management
Washington
$1.18M +$198K +5,308 +20%
BBHC
497
Brown Brothers Harriman & Co
New York
$1.18M +$674K +18,035 +134%
TSS
498
Two Sigma Securities
New York
$1.17M +$1.17M +31,415 New
CCM
499
Condor Capital Management
New Jersey
$1.17M -$302K -8,074 -20%
UCB
500
United Community Bank
South Carolina
$1.17M – – –
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