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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 %
OFA
526
Oak Family Advisors
Illinois
$801K +$34.2K +1,085 +4%
FFM
527
Forum Financial Management
Illinois
$796K -$13.2K -417 -2%
WANY
528
Wealthspire Advisors (New York)
New York
$796K +$118K +3,734 +17%
WCM
529
WealthBridge Capital Management
Ohio
$790K – – –
ACA
530
Atlas Capital Advisors
Wyoming
$788K – – –
MF
531
Montis Financial
Massachusetts
$771K +$208K +6,583 +37%
JWBC
532
J.W. Burns & Co
New York
$769K – – –
SOS
533
Silver Oak Securities
Tennessee
$768K +$257K +7,343 +50%
MBT
534
Montecito Bank & Trust
California
$766K -$121K -3,835 -14%
CW
535
CreativeOne Wealth
Kansas
$759K -$1.51M -47,798 -67%
Wealth Enhancement Advisory Services
536
Wealth Enhancement Advisory Services
Minnesota
$749K – – –
NL
537
NWAM LLC
Washington
$733K -$1.1K -35 -0.2%
DAS
538
Dynamic Advisor Solutions
Arizona
$732K -$144K -4,577 -16%
NFG
539
Nations Financial Group
Iowa
$732K -$6.4K -203 -0.9%
FHA
540
Flagship Harbor Advisors
Massachusetts
$730K -$53K -1,681 -7%
HH
541
Hilltop Holdings
Texas
$728K -$17.5K -555 -2%
SPWM
542
Spartan Planning & Wealth Management
North Carolina
$727K +$68.6K +2,174 +10%
TPCW
543
TD Private Client Wealth
New York
$725K -$24K -760 -3%
WAP
544
Wealthcare Advisory Partners
Pennsylvania
$724K -$1.98M -62,800 -73%
LSPW
545
Lake Street Private Wealth
Illinois
$720K -$108K -3,423 -13%
GC
546
Garde Capital
Washington
$720K +$193K +6,119 +37%
TNAM
547
Terra Nova Asset Management
New York
$716K – – –
PPP
548
Private Portfolio Partners
New Jersey
$705K -$2.37K -75 -0.3%
AWM
549
Avaii Wealth Management
Wisconsin
$705K -$64.2K -2,037 -8%
PFA
550
Pettinga Financial Advisors
Indiana
$700K -$29K -921 -4%
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