IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

955 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 269 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-49
Holders Change %
-4.88%
% of All Funds
16.51%
Holding in Top 10
99
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-18.85%
% of All Funds
1.71%
New
59
Increased
269
Reduced
427
Closed
90
Calls
$66.7M
Puts
$4.5M
Net Calls
+$62.2M
Net Calls Change
+$15.2M

Top Buyers

1
Jane Street
Jane Street
New York
$264M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.41B
3
LPL Financial
LPL Financial
California
$218M
4
Citigroup
Citigroup
New York
$253M
5
PCA
Personal Capital Advisors
California
$444M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$679M
2
PCP
Proficio Capital Partners
Massachusetts
$77.2M
3
Wells Fargo
Wells Fargo
California
$386M
4
FFA
First Foundation Advisors
California
$21.8M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
651
GSB Wealth Management
Connecticut
$362K – – –
SW
652
Solidarity Wealth
Utah
$359K -$12.4K -389 -3%
LBC
653
Lowe Brockenbrough & Co
Virginia
$359K – – –
SWP
654
Strategic Wealth Partners
Ohio
$359K -$48.3K -1,532 -12%
SSWM
655
Sheets Smith Wealth Management
North Carolina
$356K -$156K -4,938 -30%
PP
656
Patten & Patten
Tennessee
$355K +$71.2K +2,255 +25%
ONB
657
Old National Bancorp
Indiana
$351K -$29.1K -923 -8%
VA
658
Valmark Advisers
Ohio
$350K +$104K +3,306 +42%
SFCL
659
Strengthening Families & Communities LLC
Massachusetts
$349K -$4.88K -155 -1%
GIA
660
Gladstone Institutional Advisory
Florida
$348K -$59K -1,868 -14%
TI
661
Tidal Investments
Wisconsin
$348K – – –
CCFCSB
662
Cape Cod Five Cents Savings Bank
Massachusetts
$347K -$119K -3,764 -25%
HW
663
Hancock Whitney
Mississippi
$347K – – –
EWM
664
EPG Wealth Management
Georgia
$347K – – –
FCH
665
Freestone Capital Holdings
Washington
$345K -$90K -2,853 -21%
NWM
666
NEIRG Wealth Management
Massachusetts
$345K +$158 +5 +0%
PWPS
667
Pinnacle Wealth Planning Services
Ohio
$345K +$96K +3,041 +39%
SEIA
668
Signature Estate & Investment Advisors
California
$343K -$19.5K -620 -5%
VCM
669
Viewpoint Capital Management
Washington
$342K -$663 -21 -0.2%
RIA
670
Realta Investment Advisors
Delaware
$342K +$1.36K +43 +0.4%
PWA
671
Phoenix Wealth Advisors
North Carolina
$340K -$1.32K -42 -0.4%
CRC
672
Catawba River Capital
South Carolina
$340K – – –
WT
673
Washington Trust
Rhode Island
$340K +$91.3K +2,900 +37%
MPW
674
MGO Private Wealth
California
$340K +$340K +10,789 New
KIA
675
KCM Investment Advisors
California
$334K +$10.4K +330 +3%
25 26
27
28 29