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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 %
EDRH
626
Edmond de Rothschild Holding
Switzerland
$578K – – –
AWM
627
Aprio Wealth Management
Georgia
$573K +$183K +5,237 +47%
IGWM
628
ICA Group Wealth Management
Colorado
$573K -$20.9K -600 -4%
MCM
629
Mill Capital Management
North Carolina
$569K – – –
MA
630
MONECO Advisors
Connecticut
$568K +$2.55K +73 +0.5%
PWP
631
Principle Wealth Partners
Connecticut
$560K – – –
WWM
632
Western Wealth Management
Colorado
$560K -$40.4K -1,156 -7%
AWM
633
Aberdeen Wealth Management
Illinois
$557K – – –
MSFS
634
Main Street Financial Solutions
Pennsylvania
$556K -$60.4K -1,726 -10%
GBWM
635
Granite Bay Wealth Management
New Hampshire
$554K +$554K +15,183 New
HW
636
Hancock Whitney
Mississippi
$551K +$166K +4,741 +43%
EL
637
EMFO LLC
Florida
$551K – – –
SFG
638
Sovereign Financial Group
Connecticut
$550K +$550K +15,732 New
AWM
639
Avaii Wealth Management
Wisconsin
$547K -$10K -286 -2%
JCM
640
Jacobi Capital Management
Pennsylvania
$545K – – –
FTWA
641
Fifth Third Wealth Advisors
Ohio
$544K +$320K +9,149 +143%
NWM
642
Northcape Wealth Management
New York
$544K – – –
IF
643
Intrua Financial
Texas
$543K -$33.2K -950 -6%
MFG
644
Marmo Financial Group
Tennessee
$541K – – –
DWA
645
Divergent Wealth Advisors
Utah
$536K +$119K +3,401 +29%
EAMA
646
EFG Asset Management (Americas)
Florida
$534K +$267K +7,676 +100%
HCA
647
Horan Capital Advisors
Ohio
$528K – – –
MG
648
Mather Group
Illinois
$526K -$62.8K -1,794 -11%
TFO
649
Tarbox Family Office
California
$525K – – –
RIA
650
Realta Investment Advisors
Delaware
$520K +$5.46K +150 +1%
24 25
26
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