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iShares Gold Trust
IAU

Overview Fund Activity

955 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 269 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-49
Holders Change %
-4.88%
% of All Funds
16.51%
Holding in Top 10
99
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-18.85%
% of All Funds
1.71%
New
59
Increased
269
Reduced
427
Closed
90
Calls
$66.7M
Puts
$4.5M
Net Calls
+$62.2M
Net Calls Change
+$15.2M

Top Buyers

1
Jane Street
Jane Street
New York
$264M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.41B
3
LPL Financial
LPL Financial
California
$218M
4
Citigroup
Citigroup
New York
$253M
5
PCA
Personal Capital Advisors
California
$444M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$679M
2
PCP
Proficio Capital Partners
Massachusetts
$77.2M
3
Wells Fargo
Wells Fargo
California
$386M
4
FFA
First Foundation Advisors
California
$21.8M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
576
Carnegie Investment Counsel
Ohio
$598K -$11.7K -372 -2%
PFM
577
Phillips Financial Management
Indiana
$595K -$24.4K -775 -4%
ASGS
578
Alpha Square Group S
New York
$590K +$590K +3,817 New
IF
579
Intrua Financial
Texas
$579K -$186K -5,894 -24%
NPF
580
Norris Perne & French
Michigan
$579K -$48.8K -1,547 -8%
CNBTD
581
Citizens National Bank Trust Department
Mississippi
$574K -$105K -3,331 -15%
MFA
582
Mayflower Financial Advisors
Massachusetts
$573K +$23.8K +755 +4%
VAS
583
Valicenti Advisory Services
New York
$570K -$35.8K -1,134 -6%
JIP
584
Jaffetilchin Investment Partners
Florida
$569K -$7.38K -234 -1%
Natixis Advisors
585
Natixis Advisors
Massachusetts
$568K +$12.9K +409 +2%
UAS
586
United Asset Strategies
New York
$562K -$226K -7,168 -29%
TFO
587
Tarbox Family Office
California
$560K – – –
SG
588
StoneX Group
New York
$559K +$176K +5,580 +46%
CPA
589
Cardiff Park Advisors
California
$559K -$54.2K -1,717 -9%
SCFS
590
S.C. Financial Services
Arizona
$558K – – –
SHWM
591
Silicon Hills Wealth Management
Texas
$557K -$262K -8,324 -32%
IAA
592
Independent Advisor Alliance
North Carolina
$554K -$608K -19,275 -52%
WFAG
593
Wescott Financial Advisory Group
Pennsylvania
$551K +$124K +3,940 +29%
WMA
594
Wealth Management Associates
New Jersey
$543K – – –
LWAC
595
Laurel Wealth Advisors (California)
California
$542K – – –
SCI
596
S&CO Inc
Massachusetts
$541K – – –
PA
597
PFG Advisors
Arizona
$536K -$27.9M -884,557 -98%
SWM
598
Spire Wealth Management
Virginia
$536K -$132K -4,195 -20%
IA
599
IFG Advisory
Georgia
$530K +$1.76K +56 +0.3%
IGWM
600
ICA Group Wealth Management
Colorado
$525K -$6.71K -213 -1%
22 23
24
25 26