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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 %
SWP
576
Strategic Wealth Partners
Ohio
$782K +$392K +10,494 +101%
IFA
577
Interactive Financial Advisors
Illinois
$781K -$17.1K -458 -2%
WFAG
578
Worth Financial Advisory Group
North Carolina
$779K +$779K +20,848 New
HDIM
579
Hanson & Doremus Investment Management
Vermont
$778K -$6.69K -179 -0.9%
CIC
580
Carnegie Investment Counsel
Ohio
$773K +$12.1K +324 +2%
LA
581
Lifeworks Advisors
Michigan
$771K +$771K +20,640 New
CAMG
582
CWA Asset Management Group
Florida
$770K -$357K -9,566 -32%
MIM
583
Macroview Investment Management
Maryland
$755K +$4.86K +130 +0.6%
TPCW
584
TD Private Client Wealth
New York
$752K -$41.1K -1,099 -5%
CF
585
Crosspoint Financial
California
$749K – – –
KCM
586
Kanawha Capital Management
Virginia
$748K +$299 +8 +0%
BCPWM
587
Bradley & Co Private Wealth Management
Florida
$743K – – –
SFC
588
Strategic Financial Concepts
Texas
$741K +$741K +19,824 New
FNT
589
First National Trust
Pennsylvania
$737K – – –
FM
590
Family Management
New York
$736K – – –
MCM
591
Mainstay Capital Management
Michigan
$721K +$721K +19,287 New
GWM
592
GSB Wealth Management
Connecticut
$716K +$301K +8,302 +72%
AA
593
Alesco Advisors
New York
$710K – – –
CPA
594
Cardiff Park Advisors
California
$706K +$10.2K +272 +1%
PFM
595
Phillips Financial Management
Indiana
$706K – – –
WWM
596
Western Wealth Management
Colorado
$702K +$224 +6 +0%
WAP
597
Wealthcare Advisory Partners
Pennsylvania
$701K -$66.6K -1,781 -9%
MGIA
598
Moneta Group Investment Advisors
Missouri
$693K -$467K -12,509 -40%
NL
599
NWAM LLC
Washington
$691K -$177K -4,745 -20%
PI
600
PFG Investments
New York
$688K +$688K +18,398 New
22 23
24
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