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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 %
PTC
551
Private Trust Company
Ohio
$888K -$7.36K -197 -0.8%
WCM
552
WealthBridge Capital Management
Ohio
$870K – – –
EL
553
EMFO LLC
Florida
$869K -$187K -5,000 -18%
NW
554
NewEdge Wealth
Pennsylvania
$864K +$864K +23,117 New
GC
555
Garde Capital
Washington
$853K – – –
WIM
556
Westside Investment Management
California
$851K – – –
DA
557
Doliver Advisors
Texas
$849K +$849K +22,730 New
MAA
558
Mraz Amerine & Associates
California
$848K – – –
TNAM
559
Terra Nova Asset Management
New York
$848K – – –
CCM
560
Coldstream Capital Management
Washington
$847K +$561 +15 +0.1%
EE
561
EWG Elevate
California
$847K +$35.6K +953 +4%
FHB
562
First Hawaiian Bank
Hawaii
$838K -$99.4K -2,661 -11%
HH
563
Hilltop Holdings
Texas
$835K +$4.67K +125 +0.6%
PPP
564
Private Portfolio Partners
New Jersey
$832K -$20.6K -550 -2%
LSPW
565
Lake Street Private Wealth
Illinois
$828K -$635 -17 -0.1%
WEG
566
World Equity Group
Illinois
$828K -$1.68M -5,246 -67%
SYBT
567
Stock Yards Bank & Trust
Kentucky
$827K +$47.5K +1,271 +6%
TWP
568
Tempus Wealth Planning
California
$825K +$825K +22,086 New
AFP
569
Alpha Financial Partners
Kentucky
$825K -$31.6K -845 -4%
KA
570
Kovack Advisors
Florida
$818K -$36.3K -972 -4%
FHA
571
Flagship Harbor Advisors
Massachusetts
$816K -$31K -830 -4%
Bank of Nova Scotia
572
Bank of Nova Scotia
Ontario, Canada
$811K -$66.5K -1,780 -8%
CIM
573
Confluence Investment Management
Missouri
$809K -$6.59M -176,478 -89%
PC
574
Port Capital
Illinois
$798K – – –
SWM
575
Spire Wealth Management
Virginia
$796K +$161K +4,304 +25%
21 22
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