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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 %
SPA
526
Sentinel Pension Advisors
Massachusetts
$1.01M -$238K -6,216 -19%
GT
527
Glenmede Trust
Pennsylvania
$996K -$1.53M -40,906 -61%
V
528
Veritable
Delaware
$992K -$769K -20,584 -44%
BIA
529
Benchmark Investment Advisors
Illinois
$986K -$266K -7,130 -21%
BAM
530
Baldrige Asset Management
Pennsylvania
$986K -$14.7K -394 -1%
SVWAG
531
Sound View Wealth Advisors Group
Georgia
$948K -$109K -2,918 -10%
OFA
532
Oak Family Advisors
Illinois
$947K +$9.87K +264 +1%
WANY
533
Wealthspire Advisors (New York)
New York
$946K +$3.1K +83 +0.3%
RCG
534
Regatta Capital Group
California
$945K – – –
GWM
535
Greenhouse Wealth Management
Connecticut
$944K -$1.38K -37 -0.1%
ACA
536
Atlas Capital Advisors
Wyoming
$934K – – –
TC
537
TownSquare Capital
Utah
$934K +$140K +3,752 +18%
FFM
538
Forum Financial Management
Illinois
$932K -$46K -1,230 -5%
S
539
SignatureFD
Georgia
$930K -$180K -4,827 -16%
NPF
540
Norris Perne & French
Michigan
$929K +$243K +6,498 +35%
RDWM
541
Red Door Wealth Management
Tennessee
$927K -$78.3K -2,095 -8%
JWCA
542
J.W. Coons Advisors
Ohio
$927K -$16.8K -450 -2%
MF
543
Montis Financial
Massachusetts
$913K – – –
JWBC
544
J.W. Burns & Co
New York
$912K – – –
UAS
545
United Asset Strategies
New York
$904K +$315K +8,441 +54%
CP
546
Castleview Partners
Texas
$902K +$5.57K +149 +0.6%
MFG
547
Midwest Financial Group
Kansas
$898K +$898K +24,035 New
CS
548
Credit Suisse
Switzerland
$897K +$110K +2,954 +14%
HF
549
HRT Financial
New York
$896K +$286K +7,655 +47%
PCIA
550
Prime Capital Investment Advisors
Kansas
$891K -$133K -3,555 -13%
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