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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
+$134M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$69M
3
WI
WealthNavi Inc
Japan
+$55.6M
4
FCAS
First Command Advisory Services
Texas
+$50.5M
5
AWM
Axxcess Wealth Management
California
+$33.1M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$765M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$574M
3
Charles Schwab
Charles Schwab
California
-$137M
4
CAM
Cresset Asset Management
Illinois
-$78M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
501
Lazard Asset Management
New York
$1.1M -$43.2K -1,235 -4%
Wolverine Trading
502
Wolverine Trading
Illinois
$1.1M +$1.1M +31,492 New
UCB
503
United Community Bank
South Carolina
$1.1M – – –
TC
504
TownSquare Capital
Utah
$1.09M +$99K +2,828 +10%
PCTC
505
Perkins Coie Trust Company
Washington
$1.08M -$2.27K -65 -0.2%
UCFA
506
United Capital Financial Advisors
Texas
$1.07M -$158K -4,522 -13%
PFGIA
507
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M +$154K +4,409 +17%
BA
508
Ballew Advisors
Mississippi
$1.06M -$35 -1 -0%
VAM
509
Verity Asset Management
North Carolina
$1.05M -$181K -5,186 -15%
IFS
510
Ifrah Financial Services
Arkansas
$1.05M +$13.9K +396 +1%
First Manhattan
511
First Manhattan
New York
$1.05M +$12.2K +350 +1%
CCB
512
Country Club Bank
Missouri
$1.03M +$3.75K +106 +0.4%
FHB
513
First Hawaiian Bank
Hawaii
$1M +$93.9K +2,685 +10%
WWA
514
WCG Wealth Advisors
Nevada
$998K +$403K +11,451 +68%
HC
515
Hamilton Capital
Ohio
$997K -$455 -13 -0%
CT
516
Clearstead Trust
Maine
$995K +$29.2K +834 +3%
ACM
517
AlphaStar Capital Management
North Carolina
$989K -$53.4K -1,526 -5%
WJWM
518
Williams Jones Wealth Management
New York
$989K – – –
CCM
519
Courage Capital Management
Tennessee
$980K – – –
FFM
520
Forum Financial Management
Illinois
$975K -$328K -9,378 -25%
BBHC
521
Brown Brothers Harriman & Co
New York
$974K -$14.3K -409 -1%
DAS
522
Dynamic Advisor Solutions
Arizona
$972K -$45K -1,285 -4%
ARIS
523
Advanced Research Investment Solutions
California
$971K – – –
VA
524
Vident Advisory
Georgia
$964K +$964K +27,552 New
PWM
525
PBMares Wealth Management
Virginia
$964K +$175 +5 +0%
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