IAU icon

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 %
JCM
626
Jacobi Capital Management
Pennsylvania
$507K -$38K -1,100 -7%
AA
627
Auxano Advisors
Washington
$506K +$211K +6,089 +71%
RMDI
628
R.M. Davis Inc
Maine
$503K +$10.2K +294 +2%
BAWC
629
Boyce & Associates Wealth Consulting
Texas
$502K +$502K +14,526 New
CC
630
Callan Capital
California
$496K +$147K +4,242 +42%
OHWP
631
Oak Harbor Wealth Partners
North Carolina
$488K -$9.72K -281 -2%
TNBTD
632
Trustmark National Bank Trust Department
Mississippi
$479K -$182K -5,250 -27%
EWA
633
Encompass Wealth Advisors
Oregon
$478K – – –
EIP
634
Ellis Investment Partners
Pennsylvania
$471K +$2.01K +58 +0.4%
TRCT
635
Tower Research Capital (TRC)
New York
$471K +$37.3K +1,078 +9%
EWA
636
EP Wealth Advisors
California
$469K -$42.9K -1,239 -8%
BBHC
637
Brown Brothers Harriman & Co
New York
$465K -$19.5K -565 -4%
DFG
638
Demars Financial Group
Washington
$464K +$464K +13,406 New
PA
639
Pinnacle Associates
New York
$461K +$11.6K +335 +3%
MCP
640
Mirador Capital Partners
California
$459K -$224K -6,470 -33%
RWMH
641
Riverpoint Wealth Management Holdings
Illinois
$452K – – –
SIAM
642
Sterling Investment Advisors (Missouri)
Missouri
$451K – – –
AWA
643
Aletheian Wealth Advisors
Washington
$450K +$450K +13,000 New
TC
644
Trilogy Capital
California
$449K +$449K +12,988 New
FPAS
645
Focus Partners Advisor Solutions
Missouri
$448K +$13.2K +382 +3%
CCWA
646
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$447K +$447K +12,933 New
Bank Julius Baer & Co
647
Bank Julius Baer & Co
Switzerland
$447K -$7.3K -211 -2%
SW
648
SMART Wealth
Nebraska
$430K +$430K +12,441 New
WPA
649
West Paces Advisors
Georgia
$427K – – –
SHWM
650
Silicon Hills Wealth Management
Texas
$427K -$185K -5,335 -30%
24 25
26
27 28