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iShares Gold Trust
IAU

Overview Fund Activity

955 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 269 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-49
Holders Change %
-4.88%
% of All Funds
16.51%
Holding in Top 10
99
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-18.85%
% of All Funds
1.71%
New
59
Increased
269
Reduced
427
Closed
90
Calls
$66.7M
Puts
$4.5M
Net Calls
+$62.2M
Net Calls Change
+$15.2M

Top Buyers

1
Jane Street
Jane Street
New York
+$264M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$47M
3
LPL Financial
LPL Financial
California
+$17.3M
4
Citigroup
Citigroup
New York
+$14.9M
5
PCA
Personal Capital Advisors
California
+$12.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$92M
2
PCP
Proficio Capital Partners
Massachusetts
-$86.4M
3
Wells Fargo
Wells Fargo
California
-$72.5M
4
FFA
First Foundation Advisors
California
-$59.2M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
501
First Hawaiian Bank
Hawaii
$907K -$17.5K -554 -2%
HC
502
Hamilton Capital
Ohio
$898K +$83K +2,633 +10%
SAM
503
S.A. Mason
Michigan
$894K +$1.89K +60 +0.2%
CCM
504
Courage Capital Management
Tennessee
$883K – – –
AIA
505
Avalon Investment & Advisory
Texas
$879K – – –
ARIS
506
Advanced Research Investment Solutions
California
$875K – – –
WDC
507
Woodward Diversified Capital
California
$869K -$150K -4,750 -15%
FI
508
Financial Insights
Washington
$869K +$869K +27,552 New
AR
509
Apeiron RIA
Texas
$868K +$101K +3,196 +13%
NL
510
NKCFO LLC
Illinois
$865K – – –
CT
511
Clearstead Trust
Maine
$864K +$855K +27,127 +9,419%
FPCP
512
Fort Point Capital Partners
California
$861K -$113K -3,571 -12%
BAM
513
Baldrige Asset Management
Pennsylvania
$856K -$47.8K -1,516 -5%
FCA
514
FinTrust Capital Advisors
South Carolina
$850K +$155K +4,954 +22%
RDWM
515
Red Door Wealth Management
Tennessee
$845K -$51.4K -1,631 -6%
DL
516
DOHJ LLC
Washington
$842K -$2.36M -74,739 -74%
HWP
517
Highline Wealth Partners
California
$837K +$837K +26,555 New
EWM
518
Empirical Wealth Management
Washington
$836K -$37.3K -1,184 -4%
KA
519
Kovack Advisors
Florida
$829K -$37.1K -1,177 -4%
CFM
520
Coronation Fund Managers
South Africa
$827K -$131K -4,162 -14%
JWCA
521
J.W. Coons Advisors
Ohio
$820K +$74.9K +2,375 +10%
MAA
522
Mraz Amerine & Associates
California
$815K – – –
Bank of Nova Scotia
523
Bank of Nova Scotia
Ontario, Canada
$811K -$10.3M -297,900 -93%
CCB
524
Country Club Bank
Missouri
$808K -$7.1K -225 -0.9%
GWM
525
Greenhouse Wealth Management
Connecticut
$803K -$15.6K -496 -2%
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