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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
16.71%
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
Morgan Stanley
New York
+$830M
2
Charles Schwab
Charles Schwab
California
+$164M
3
Jane Street
Jane Street
New York
+$95M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$79.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$47.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$65.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$31.3M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$28.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.5M
5
Bank of America
Bank of America
North Carolina
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICG
476
InterOcean Capital Group
Tennessee
$1.49M +$49.7K +1,274 +3%
TW
477
TrinityPoint Wealth
Connecticut
$1.48M -$167K -4,291 -10%
OC
478
Oppenheimer & Co
New York
$1.48M -$332K -8,511 -18%
IAN
479
Integrated Advisors Network
Texas
$1.47M -$1.96M -50,257 -57%
TFM
480
Trademark Financial Management
Minnesota
$1.47M +$1.47M +37,717 New
MHS
481
M Holdings Securities
Oregon
$1.47M -$7.65K -196 -0.5%
AT
482
Arlington Trust
Alabama
$1.45M +$1.45M +37,023 New
BO
483
Bank OZK
Arkansas
$1.44M -$113K -2,892 -7%
MGWM
484
Marks Group Wealth Management
Minnesota
$1.43M -$1.44M -36,844 -50%
PFGIA
485
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M +$233K +5,980 +20%
AAS
486
Avantax Advisory Services
Texas
$1.42M -$243K -6,218 -15%
FIM
487
FWL Investment Management
Texas
$1.41M – – –
Mitsubishi UFJ Asset Management
488
Mitsubishi UFJ Asset Management
Japan
$1.37M -$104K -2,691 -7%
ECM
489
Evergreen Capital Management
Washington
$1.36M +$39.5K +1,012 +3%
WFG
490
Wormser Freres Gestion
France
$1.36M +$1.36M +35,200 New
APW
491
Austin Private Wealth
Texas
$1.35M -$82.1K -2,103 -6%
CFO
492
Callan Family Office
Pennsylvania
$1.35M -$197K -5,055 -13%
HWP
493
Highline Wealth Partners
California
$1.35M -$40.6K -1,041 -3%
SAM
494
Satovsky Asset Management
New York
$1.34M -$6.48K -166 -0.5%
ES
495
ETF Store
Kansas
$1.34M +$16.6K +426 +1%
RC
496
Roundview Capital
New Jersey
$1.32M -$8.67K -222 -0.6%
ICP
497
Interchange Capital Partners
Pennsylvania
$1.32M -$48.9K -1,142 -4%
LCAM
498
London & Capital Asset Management
United Kingdom
$1.3M – – –
BAWC
499
Boyce & Associates Wealth Consulting
Texas
$1.29M +$37K +948 +3%
HFP
500
Holistic Financial Partners
Indiana
$1.29M – – –
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