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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 %
WWA
601
WCG Wealth Advisors
Nevada
$579K +$17.2K +497 +3%
HF
602
HRT Financial
New York
$565K -$53.3M -1,541,414 -99%
CA
603
Clearstead Advisors
Ohio
$564K -$6.71K -194 -1%
MCM
604
Mill Capital Management
North Carolina
$562K – – –
AT
605
American Trust
Kentucky
$555K +$144K +4,154 +35%
ATPW
606
Ashton Thomas Private Wealth
Arizona
$555K -$19.5K -563 -3%
PWP
607
Principle Wealth Partners
Connecticut
$553K -$4.19K -121 -0.8%
UAS
608
United Asset Strategies
New York
$545K -$71.3K -2,061 -12%
ISL
609
Ingalls & Snyder LLC
New York
$539K – – –
MC
610
Moors & Cabot
Massachusetts
$539K -$12.1K -350 -2%
MSFS
611
Main Street Financial Solutions
Pennsylvania
$538K +$52.6K +1,518 +11%
Group One Trading
612
Group One Trading
Illinois
$537K +$537K +15,537 New
FFN
613
Focus Financial Network
Minnesota
$537K -$943K -27,276 -64%
AWM
614
Aberdeen Wealth Management
Illinois
$537K – – –
WIA
615
World Investment Advisors
California
$536K -$1.02M -29,422 -65%
VWA
616
Visionary Wealth Advisors
Illinois
$534K -$556K -16,082 -51%
Barclays
617
Barclays
United Kingdom
$527K +$309K +8,932 +142%
FMII
618
Farmers & Merchants Investments Inc
Nebraska
$522K -$602K -17,408 -54%
HCA
619
Horan Capital Advisors
Ohio
$522K – – –
KCM
620
Kornitzer Capital Management
Kansas
$520K – – –
SCFS
621
S.C. Financial Services
Arizona
$519K -$92.9K -2,687 -15%
TFO
622
Tarbox Family Office
California
$519K -$45.7K -1,322 -8%
BWA
623
BDO Wealth Advisors
Florida
$512K – – –
SJIA
624
St. James Investment Advisors
New York
$510K +$313K +9,054 +159%
B
625
Bridgeworth
Alabama
$510K +$510K +14,731 New
23 24
25
26 27