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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 %
MBT
551
Montecito Bank & Trust
California
$759K -$80K -2,315 -10%
AAM
552
Aureus Asset Management
Massachusetts
$759K – – –
NFG
553
Nations Financial Group
Iowa
$756K -$47.1K -1,361 -6%
PFA
554
Pettinga Financial Advisors
Indiana
$755K -$13.1K -380 -2%
EE
555
EWG Elevate
California
$751K +$67.6K +1,955 +10%
T
556
TRUADVICE
Florida
$749K +$451K +12,451 +151%
Carson Wealth (CWM LLC)
557
Carson Wealth (CWM LLC)
Nebraska
$744K -$442K -12,778 -37%
IFA
558
Interactive Financial Advisors
Illinois
$738K -$22.8K -658 -3%
PC
559
Port Capital
Illinois
$738K – – –
TC
560
TownSquare Capital
Utah
$735K +$52.4K +1,516 +8%
TPCW
561
TD Private Client Wealth
New York
$734K -$61.8K -1,788 -8%
CS
562
Credit Suisse
Switzerland
$728K -$453K -13,102 -38%
HDIM
563
Hanson & Doremus Investment Management
Vermont
$726K +$18K +520 +3%
TI
564
Truepoint Inc
Ohio
$724K +$361K +10,440 +99%
SYBT
565
Stock Yards Bank & Trust
Kentucky
$721K -$5.88K -170 -0.8%
EWA
566
Exencial Wealth Advisors
Oklahoma
$720K – – –
WAP
567
Wealthcare Advisory Partners
Pennsylvania
$711K -$84.1K -2,430 -11%
CIC
568
Carnegie Investment Counsel
Ohio
$705K +$48.3K +1,396 +7%
MG
569
Mather Group
Illinois
$700K +$1.28K +37 +0.2%
AWM
570
Avaii Wealth Management
Wisconsin
$698K -$75.4K -2,179 -10%
CW
571
CreativeOne Wealth
Kansas
$695K -$137K -3,964 -16%
MIM
572
Macroview Investment Management
Maryland
$694K -$5.78K -167 -0.8%
CF
573
Crosspoint Financial
California
$693K +$693K +20,042 New
KCM
574
Kanawha Capital Management
Virginia
$692K +$283K +8,183 +69%
EWM
575
Elmwood Wealth Management
California
$689K -$46.1K -1,332 -6%
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