IAU icon

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 %
CCM
501
Courage Capital Management
Tennessee
$969K – – –
ARIS
502
Advanced Research Investment Solutions
California
$960K – – –
AR
503
Apeiron RIA
Texas
$958K +$7.99K +231 +0.8%
WDC
504
Woodward Diversified Capital
California
$950K -$3.46K -100 -0.4%
NL
505
NKCFO LLC
Illinois
$949K – – –
PCIA
506
Prime Capital Investment Advisors
Kansas
$947K +$198K +5,721 +26%
Wealth Enhancement Advisory Services
507
Wealth Enhancement Advisory Services
Minnesota
$945K +$97.3K +2,671 +11%
RCG
508
Regatta Capital Group
California
$945K -$193K -5,572 -17%
WJWM
509
Williams Jones Wealth Management
New York
$943K -$59.8K -1,728 -6%
CT
510
Clearstead Trust
Maine
$942K -$5.74K -166 -0.6%
EAMA
511
EFG Asset Management (Americas)
Florida
$940K -$222K -6,431 -19%
RDWM
512
Red Door Wealth Management
Tennessee
$930K +$2.59K +75 +0.3%
BAM
513
Baldrige Asset Management
Pennsylvania
$926K -$12.8K -369 -1%
EWM
514
Empirical Wealth Management
Washington
$912K -$5.05K -146 -0.6%
CFM
515
Coronation Fund Managers
South Africa
$908K – – –
FFM
516
Forum Financial Management
Illinois
$905K +$32.1K +927 +4%
BEI
517
Benjamin Edwards Inc
Missouri
$879K -$1.23M -35,652 -58%
GWM
518
Greenhouse Wealth Management
Connecticut
$875K -$6.37K -184 -0.7%
JWCA
519
J.W. Coons Advisors
Ohio
$873K -$25.9K -750 -3%
WANY
520
Wealthspire Advisors (New York)
New York
$873K – – –
FHB
521
First Hawaiian Bank
Hawaii
$868K -$126K -3,654 -13%
OFA
522
Oak Family Advisors
Illinois
$868K -$10.8K -311 -1%
ACA
523
Atlas Capital Advisors
Wyoming
$865K – – –
Natixis Advisors
524
Natixis Advisors
Massachusetts
$858K +$234K +6,775 +38%
MF
525
Montis Financial
Massachusetts
$845K – – –
19 20
21
22 23