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iShares Gold Trust
IAU

Overview Fund Activity

1,140 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 317 increasing their positions, 429 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+109
Holders Change %
+10.57%
% of All Funds
16.71%
Holding in Top 10
108
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.2%
% of All Funds
1.58%
New
170
Increased
317
Reduced
429
Closed
49
Calls
$268M
Puts
$523M
Net Calls
-$255M
Net Calls Change
-$132M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$830M
2
Charles Schwab
Charles Schwab
California
+$164M
3
Jane Street
Jane Street
New York
+$95M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$79.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$47.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$65.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$31.3M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$28.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.5M
5
Bank of America
Bank of America
North Carolina
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
526
SignatureFD
Georgia
$1.12M +$135K +3,458 +14%
FHB
527
First Hawaiian Bank
Hawaii
$1.12M – – –
CT
528
Clearstead Trust
Maine
$1.12M +$8.59K +220 +0.8%
JWBC
529
J.W. Burns & Co
New York
$1.11M +$38.6K +990 +4%
FTWA
530
Fifth Third Wealth Advisors
Ohio
$1.11M +$501K +12,830 +82%
SVWAG
531
Sound View Wealth Advisors Group
Georgia
$1.1M +$114K +2,918 +11%
ACM
532
AlphaStar Capital Management
North Carolina
$1.1M +$1.05K +27 +0.1%
FP
533
FFG Partners
Florida
$1.09M +$1.09M +28,026 New
CCM
534
Courage Capital Management
Tennessee
$1.09M – – –
Tudor Investment Corp
535
Tudor Investment Corp
Connecticut
$1.09M +$1.09M +27,982 New
NL
536
NKCFO LLC
Illinois
$1.07M – – –
HC
537
Hamilton Capital
Ohio
$1.07M -$44.7K -1,145 -4%
GT
538
Glenmede Trust
Pennsylvania
$1.06M -$3.2K -82 -0.3%
AA
539
Alesco Advisors
New York
$1.06M -$3.12K -80 -0.3%
WWA
540
WCG Wealth Advisors
Nevada
$1.06M -$51.9K -1,330 -5%
GC
541
Gibson Capital
Pennsylvania
$1.06M -$390 -10 -0%
SAM
542
S.A. Mason
Michigan
$1.05M – – –
EE
543
EWG Elevate
California
$1.05M +$114K +2,913 +12%
VL
544
Vima LLC
Michigan
$1.05M +$1.05M +26,817 New
FFN
545
Focus Financial Network
Minnesota
$1.05M +$397K +10,175 +61%
M
546
MYeCFO
California
$1.04M -$11.7K -300 -1%
DAS
547
Dynamic Advisor Solutions
Arizona
$1.04M -$37.7K -975 -4%
UAS
548
United Asset Strategies
New York
$1.03M +$24.3K +622 +2%
PWM
549
PBMares Wealth Management
Virginia
$1.03M -$42K -1,076 -4%
VA
550
Vident Advisory
Georgia
$1.03M -$50.3K -1,289 -5%
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