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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 %
JWBC
526
J.W. Burns & Co
New York
$844K – – –
EDRH
527
Edmond de Rothschild Holding
Switzerland
$839K -$1.13M -32,650 -57%
GJIA
528
Glass Jacobson Investment Advisors
Maryland
$838K +$838K +24,219 New
CP
529
Castleview Partners
Texas
$830K -$169K -4,895 -17%
PTC
530
Private Trust Company
Ohio
$829K +$829K +23,954 New
JIP
531
Jaffetilchin Investment Partners
Florida
$816K +$192K +5,552 +31%
Bank of Nova Scotia
532
Bank of Nova Scotia
Ontario, Canada
$811K – – –
DAS
533
Dynamic Advisor Solutions
Arizona
$809K +$6.16K +178 +0.8%
ICP
534
Interchange Capital Partners
Pennsylvania
$808K -$1.05M -30,276 -56%
WCM
535
WealthBridge Capital Management
Ohio
$805K +$9.44K +273 +1%
FLPIM
536
F.L. Putnam Investment Management
Massachusetts
$804K -$2.11M -60,867 -72%
NL
537
NWAM LLC
Washington
$804K -$553 -16 -0.1%
MCC
538
Money Concepts Capital
Florida
$801K -$1.64M -47,313 -67%
AFP
539
Alpha Financial Partners
Kentucky
$793K +$793K +22,930 New
VIA
540
Vident Investment Advisory
Georgia
$792K -$546K -15,794 -41%
KA
541
Kovack Advisors
Florida
$791K -$119K -3,429 -13%
PPP
542
Private Portfolio Partners
New Jersey
$789K +$15.4K +445 +2%
GC
543
Garde Capital
Washington
$789K – – –
MAA
544
Mraz Amerine & Associates
California
$785K -$109K -3,163 -12%
TNAM
545
Terra Nova Asset Management
New York
$785K – – –
FHA
546
Flagship Harbor Advisors
Massachusetts
$784K -$16.9K -490 -2%
CCM
547
Coldstream Capital Management
Washington
$784K +$784K +22,654 New
PG
548
Pendal Group
Australia
$776K -$477K -13,779 -38%
HH
549
Hilltop Holdings
Texas
$769K -$29.4K -850 -4%
LSPW
550
Lake Street Private Wealth
Illinois
$767K -$23.5K -679 -3%
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