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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 %
JWBC
526
J.W. Burns & Co
New York
$963K +$14.5K +415 +2%
NL
527
NKCFO LLC
Illinois
$960K – – –
GT
528
Glenmede Trust
Pennsylvania
$958K +$24.9K +713 +3%
AA
529
Alesco Advisors
New York
$953K – – –
GC
530
Gibson Capital
Pennsylvania
$947K – – –
GI
531
Glovista Investments
New Jersey
$947K -$30.5K -860 -3%
SAM
532
S.A. Mason
Michigan
$944K -$30.5K -872 -3%
M
533
MYeCFO
California
$943K -$36.4K -1,040 -4%
GJIA
534
Glass Jacobson Investment Advisors
Maryland
$942K -$78.6K -2,247 -8%
EWM
535
Empirical Wealth Management
Washington
$910K -$50.2K -1,435 -5%
RDWM
536
Red Door Wealth Management
Tennessee
$908K -$25.4K -725 -3%
RCG
537
Regatta Capital Group
California
$907K -$18.4K -527 -2%
UAS
538
United Asset Strategies
New York
$905K -$709K -20,259 -44%
SVWAG
539
Sound View Wealth Advisors Group
Georgia
$888K – – –
S
540
SignatureFD
Georgia
$884K -$30.2K -863 -3%
GWM
541
Greenhouse Wealth Management
Connecticut
$882K -$595 -17 -0.1%
FCH
542
Freestone Capital Holdings
Washington
$881K +$140 +4 +0%
CS
543
Credit Suisse
Switzerland
$880K +$457K +13,063 +108%
ACA
544
Atlas Capital Advisors
Wyoming
$875K – – –
WANY
545
Wealthspire Advisors (New York)
New York
$873K -$97.7K -2,791 -10%
NPF
546
Norris Perne & French
Michigan
$871K +$10.7K +305 +1%
DC
547
Davenport & Co
Virginia
$868K +$175 +5 +0%
WDC
548
Woodward Diversified Capital
California
$864K -$59K -1,687 -6%
MF
549
Montis Financial
Massachusetts
$858K – – –
DL
550
DOHJ LLC
Washington
$853K +$451K +13,013 +112%
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