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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 %
TPCW
576
TD Private Client Wealth
New York
$767K -$121K -3,451 -14%
SWM
577
Spire Wealth Management
Virginia
$758K -$35.3K -1,008 -4%
SWP
578
Strategic Wealth Partners
Ohio
$757K +$13K +372 +2%
WFAG
579
Worth Financial Advisory Group
North Carolina
$751K +$39.9K +1,139 +6%
IFA
580
Interactive Financial Advisors
Illinois
$748K +$27.3K +781 +4%
PC
581
Port Capital
Illinois
$747K – – –
Bank of Nova Scotia
582
Bank of Nova Scotia
Ontario, Canada
$742K +$37.7K +1,091 +5%
CA
583
Calton & Associates
Florida
$739K +$739K +21,110 New
CW
584
CreativeOne Wealth
Kansas
$737K -$274K -7,829 -27%
NFP
585
Narus Financial Partners
Utah
$729K +$55.8K +1,596 +8%
AWA
586
Authentikos Wealth Advisory
California
$721K -$34.9K -996 -5%
BWM
587
Blossom Wealth Management
California
$720K +$11.5K +330 +2%
CAMG
588
CWA Asset Management Group
Florida
$716K -$26.6K -760 -4%
MAA
589
Mraz Amerine & Associates
California
$711K -$15.7K -450 -2%
PPP
590
Private Portfolio Partners
New Jersey
$711K -$67.5K -1,930 -9%
PA
591
PFG Advisors
Arizona
$707K -$426K -12,182 -38%
SCA
592
Snowden Capital Advisors
New York
$696K -$995K -28,448 -59%
BCPWM
593
Bradley & Co Private Wealth Management
Florida
$696K – – –
FNT
594
First National Trust
Pennsylvania
$690K – – –
SSWM
595
Sheets Smith Wealth Management
North Carolina
$684K – – –
CF
596
Clarity Financial
Texas
$681K +$455K +13,013 +202%
KCM
597
Kanawha Capital Management
Virginia
$679K +$4.37K +125 +0.6%
EWA
598
EP Wealth Advisors
California
$679K -$770K -22,005 -53%
HDIM
599
Hanson & Doremus Investment Management
Vermont
$677K -$8.18K -234 -1%
SPA
600
Sentinel Pension Advisors
Massachusetts
$675K -$202K -5,779 -23%
22 23
24
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