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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 %
PCTC
501
Perkins Coie Trust Company
Washington
$1.15M – – –
CM
502
Columbus Macro
Pennsylvania
$1.13M -$582K -15,489 -34%
BFS
503
Bard Financial Services
Connecticut
$1.13M – – –
Natixis Advisors
504
Natixis Advisors
Massachusetts
$1.13M +$203K +5,441 +22%
IFS
505
Ifrah Financial Services
Arkansas
$1.12M -$12.1K -323 -1%
FCA
506
FinTrust Capital Advisors
South Carolina
$1.12M – – –
FPCP
507
Fort Point Capital Partners
California
$1.12M +$66.5K +1,779 +6%
BA
508
Ballew Advisors
Mississippi
$1.11M -$4.34K -120 -0.4%
CW
509
CreativeOne Wealth
Kansas
$1.11M +$360K +9,627 +48%
LSAG
510
Lake Street Advisors Group
New Hampshire
$1.11M -$31M -829,188 -97%
PWM
511
PBMares Wealth Management
Virginia
$1.1M -$3.25K -87 -0.3%
CCB
512
Country Club Bank
Missouri
$1.08M -$902 -24 -0.1%
ACM
513
AlphaStar Capital Management
North Carolina
$1.07M -$2.27M -60,640 -68%
HC
514
Hamilton Capital
Ohio
$1.06M – – –
BAWC
515
Boyce & Associates Wealth Consulting
Texas
$1.06M +$510K +13,399 +92%
AIA
516
Avalon Investment & Advisory
Texas
$1.06M – – –
CCM
517
Courage Capital Management
Tennessee
$1.05M – – –
SAM
518
S.A. Mason
Michigan
$1.04M -$18.7K -500 -2%
WJWM
519
Williams Jones Wealth Management
New York
$1.04M +$21.5K +575 +2%
ARIS
520
Advanced Research Investment Solutions
California
$1.04M – – –
Balyasny Asset Management
521
Balyasny Asset Management
Illinois
$1.03M +$1.03M +27,521 New
CT
522
Clearstead Trust
Maine
$1.03M +$8.6K +230 +0.8%
NL
523
NKCFO LLC
Illinois
$1.03M – – –
M
524
MYeCFO
California
$1.02M -$320K -8,550 -24%
WDC
525
Woodward Diversified Capital
California
$1.01M -$14K -374 -1%
19 20
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