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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 %
AT
601
American Trust
Kentucky
$687K +$87.4K +2,339 +15%
CFM
602
Coronation Fund Managers
South Africa
$687K -$294K -7,869 -30%
TGAM
603
TBH Global Asset Management
Tennessee
$683K +$683K +18,271 New
TNA
604
True North Advisors
Texas
$682K +$682K +18,249 New
ST
605
Sageworth Trust
Pennsylvania
$682K -$1.12M -29,923 -62%
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$673K -$131K -3,497 -16%
CT
607
Colonial Trust
South Carolina
$668K +$370K +9,882 +124%
WFAG
608
Wescott Financial Advisory Group
Pennsylvania
$653K – – –
RAM
609
Riggs Asset Management
Pennsylvania
$653K +$653K +17,466 New
Kayne Anderson Rudnick Investment Management
610
Kayne Anderson Rudnick Investment Management
California
$651K -$62.3K -1,659 -9%
MFA
611
Mayflower Financial Advisors
Massachusetts
$651K – – –
VIA
612
Vident Investment Advisory
Georgia
$650K -$205K -5,498 -24%
MFG
613
Marmo Financial Group
Tennessee
$648K +$278K +7,451 +75%
NFP
614
Narus Financial Partners
Utah
$646K +$207K +5,552 +47%
WMA
615
Wealth Management Associates
New Jersey
$644K – – –
SCI
616
S&CO Inc
Massachusetts
$641K – – –
MCCP
617
Mission Creek Capital Partners
California
$640K – – –
WSTAM
618
Wilbanks Smith & Thomas Asset Management
Virginia
$637K -$27.6K -739 -4%
SIA
619
SkyView Investment Advisors
New Jersey
$637K +$637K +17,042 New
VAS
620
Valicenti Advisory Services
New York
$634K -$41.1K -1,100 -6%
NFG
621
Nations Financial Group
Iowa
$630K -$187K -4,996 -23%
IF
622
Intrua Financial
Texas
$626K -$41.2K -1,080 -6%
IA
623
IFG Advisory
Georgia
$623K -$5.91K -158 -0.9%
ATPW
624
Ashton Thomas Private Wealth
Arizona
$622K +$22.4K +600 +4%
FFN
625
Focus Financial Network
Minnesota
$621K +$41.3K +1,105 +7%
23 24
25
26 27