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

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$215M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$828M
3
Charles Schwab
Charles Schwab
California
$65.1M
4
CAM
Cresset Asset Management
Illinois
$57.3M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$751M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
476
Simplicity Solutions
Minnesota
$1.25M -$52.1K -1,490 -4%
HWP
477
Highline Wealth Partners
California
$1.25M – – –
VCWA
478
Vanguard Capital Wealth Advisors
Colorado
$1.23M -$52.5K -1,500 -4%
SW
479
Signify Wealth
Missouri
$1.21M +$1.21M +34,666 New
SAM
480
Satovsky Asset Management
New York
$1.21M -$28.9K -825 -2%
RC
481
Roundview Capital
New Jersey
$1.2M -$41.8K -1,195 -3%
ECM
482
Evergreen Capital Management
Washington
$1.18M -$12.7K -362 -1%
CWM
483
Congress Wealth Management
Massachusetts
$1.17M -$17.6K -504 -1%
SB
484
Simmons Bank
Arkansas
$1.17M -$2.17K -62 -0.2%
AP
485
Americana Partners
Texas
$1.17M -$223K -5,373 -16%
LCAM
486
London & Capital Asset Management
United Kingdom
$1.17M +$455 +13 +0%
CCA
487
Cadent Capital Advisors
Oklahoma
$1.17M -$1.54M -43,881 -57%
HCC
488
Hirtle Callaghan & Co
Pennsylvania
$1.16M -$140K -4,002 -11%
BA
489
Bristlecone Advisors
Washington
$1.16M +$13.3K +380 +1%
HFP
490
Holistic Financial Partners
Indiana
$1.15M -$4.62K -132 -0.4%
PFS
491
Prospera Financial Services
Texas
$1.14M -$853K -24,378 -43%
NW
492
Naviter Wealth
Arkansas
$1.13M -$375K -10,728 -25%
BPC
493
Banque Pictet & Cie
Switzerland
$1.13M -$89.5K -2,559 -7%
BAWC
494
Boyce & Associates Wealth Consulting
Texas
$1.13M -$2.73K -78 -0.2%
BAG
495
Bridgewealth Advisory Group
California
$1.13M -$40.6K -1,160 -3%
Envestnet Portfolio Solutions
496
Envestnet Portfolio Solutions
Illinois
$1.12M +$1.12M +32,098 New
ICP
497
Interchange Capital Partners
Pennsylvania
$1.12M -$6.61K -189 -0.6%
CPM
498
Connective Portfolio Management
New York
$1.12M – – –
GSEP
499
Golden State Equity Partners
California
$1.11M -$11.1K -318 -1%
ATPW
500
Ashton Thomas Private Wealth
Arizona
$1.11M +$285K +8,150 +35%
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