IAU icon

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 %
JWCA
551
J.W. Coons Advisors
Ohio
$850K -$17.5K -500 -2%
PFA
552
Pettinga Financial Advisors
Indiana
$844K +$481K +13,746 +132%
MIM
553
Macroview Investment Management
Maryland
$843K +$49.6K +1,418 +6%
EE
554
EWG Elevate
California
$842K +$33.4K +954 +4%
VWM
555
Venturi Wealth Management
Texas
$837K -$21.2K -606 -2%
MFG
556
Midwest Financial Group
Kansas
$830K -$5.25K -150 -0.6%
OFA
557
Oak Family Advisors
Illinois
$819K +$12.4K +354 +2%
PTC
558
Private Trust Company
Ohio
$814K -$28.8K -824 -3%
WCM
559
WealthBridge Capital Management
Ohio
$807K +$19.7K +563 +3%
CCM
560
Coldstream Capital Management
Washington
$804K +$6.44K +184 +0.8%
LSAG
561
Lake Street Advisors Group
New Hampshire
$801K +$175 +5 +0%
CFO
562
Colony Family Offices
North Carolina
$800K – – –
GC
563
Garde Capital
Washington
$798K – – –
WQ
564
Wealth Quarterback
New Jersey
$798K -$101K -2,888 -11%
SYBT
565
Stock Yards Bank & Trust
Kentucky
$798K +$22.2K +635 +3%
WIM
566
Westside Investment Management
California
$797K – – –
SIA
567
SkyView Investment Advisors
New Jersey
$795K +$198K +5,666 +33%
DA
568
Doliver Advisors
Texas
$795K – – –
TNAM
569
Terra Nova Asset Management
New York
$792K – – –
FM
570
Family Management
New York
$788K – – –
LSPW
571
Lake Street Private Wealth
Illinois
$786K +$3.25K +92 +0.4%
Natixis Advisors
572
Natixis Advisors
Massachusetts
$786K -$190K -5,419 -19%
AFP
573
Alpha Financial Partners
Kentucky
$782K +$66.4K +1,898 +9%
SOS
574
Silver Oak Securities
Tennessee
$768K -$2.17M -62,076 -74%
HH
575
Hilltop Holdings
Texas
$767K -$27.3K -780 -3%
21 22
23
24 25