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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 %
SFC
601
Strategic Financial Concepts
Texas
$672K +$23K +656 +4%
Carson Wealth (CWM LLC)
602
Carson Wealth (CWM LLC)
Nebraska
$670K +$17.2K +492 +3%
NFG
603
Nations Financial Group
Iowa
$662K +$76.3K +2,181 +13%
AC
604
AlphaCore Capital
California
$653K +$26.6K +761 +4%
KCM
605
Kornitzer Capital Management
Kansas
$647K +$163K +4,668 +34%
CPA
606
Cardiff Park Advisors
California
$643K -$17.7K -505 -3%
WAP
607
Wealthcare Advisory Partners
Pennsylvania
$634K -$58.1K -1,660 -8%
FPCP
608
Fort Point Capital Partners
California
$628K -$410K -11,716 -39%
PFM
609
Phillips Financial Management
Indiana
$622K -$38.3K -1,096 -6%
WMA
610
Wealth Management Associates
New Jersey
$617K +$29.6K +845 +5%
Kayne Anderson Rudnick Investment Management
611
Kayne Anderson Rudnick Investment Management
California
$614K – – –
CF
612
Crosspoint Financial
California
$609K -$92.7K -2,650 -13%
MFA
613
Mayflower Financial Advisors
Massachusetts
$608K -$910 -26 -0.1%
WFAG
614
Wescott Financial Advisory Group
Pennsylvania
$605K -$7.1K -203 -1%
BMCM
615
Bryn Mawr Capital Management
Pennsylvania
$604K +$379K +10,828 +168%
NS
616
NBC Securities
Alabama
$602K +$602K +17,205 New
BW
617
Bison Wealth
Georgia
$601K -$1.23M -35,161 -67%
SCI
618
S&CO Inc
Massachusetts
$600K – – –
ML
619
McAdam LLC
Pennsylvania
$600K -$344K -9,845 -36%
BWM
620
Birchcreek Wealth Management
Ohio
$596K -$603K -17,231 -50%
MCCP
621
Mission Creek Capital Partners
California
$596K -$5.91K -169 -1%
VAS
622
Valicenti Advisory Services
New York
$590K -$3.5K -100 -0.6%
MCCA
623
Mill Creek Capital Advisors
Pennsylvania
$589K – – –
IA
624
IFG Advisory
Georgia
$589K -$6.12K -175 -1%
FFN
625
Focus Financial Network
Minnesota
$581K +$4.02K +115 +0.7%
23 24
25
26 27