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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 %
BCPWM
576
Bradley & Co Private Wealth Management
Florida
$688K – – –
FNT
577
First National Trust
Pennsylvania
$682K -$21.1K -610 -3%
FM
578
Family Management
New York
$681K – – –
AA
579
Alesco Advisors
New York
$658K +$229K +6,625 +53%
Kayne Anderson Rudnick Investment Management
580
Kayne Anderson Rudnick Investment Management
California
$653K – – –
PFM
581
Phillips Financial Management
Indiana
$653K – – –
WWM
582
Western Wealth Management
Colorado
$649K -$737K -21,306 -53%
AWA
583
Arkadios Wealth Advisors
Georgia
$644K -$2.24M -64,656 -78%
CPA
584
Cardiff Park Advisors
California
$644K +$31.2K +901 +5%
IF
585
Intrua Financial
Texas
$643K -$31.7K -864 -5%
CFO
586
Callan Family Office
Pennsylvania
$639K +$639K +18,475 New
NPF
587
Norris Perne & French
Michigan
$635K – – –
VAS
588
Valicenti Advisory Services
New York
$625K – – –
BFG
589
Bleakley Financial Group
New Jersey
$623K +$623K +18,016 New
IGWM
590
ICA Group Wealth Management
Colorado
$623K +$32.3K +910 +5%
WSTAM
591
Wilbanks Smith & Thomas Asset Management
Virginia
$616K -$2.32M -67,083 -79%
MA
592
MONECO Advisors
Connecticut
$607K -$54.8K -1,583 -8%
WFAG
593
Wescott Financial Advisory Group
Pennsylvania
$605K – – –
MFA
594
Mayflower Financial Advisors
Massachusetts
$602K -$26.1K -755 -4%
WMA
595
Wealth Management Associates
New Jersey
$596K – – –
SCI
596
S&CO Inc
Massachusetts
$594K – – –
LWAC
597
Laurel Wealth Advisors (California)
California
$594K – – –
MCCP
598
Mission Creek Capital Partners
California
$592K +$267K +7,710 +82%
SWM
599
Spire Wealth Management
Virginia
$588K -$208 -6 -0%
IA
600
IFG Advisory
Georgia
$582K – – –
22 23
24
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