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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 %
WFO
651
Wealthgate Family Office
Colorado
$426K – – –
MFG
652
Merit Financial Group
Georgia
$425K +$89.3K +2,581 +27%
BFO
653
Boston Family Office
Massachusetts
$425K -$138K -4,000 -25%
PP
654
PDS Planning
Ohio
$423K +$380 +11 +0.1%
DL
655
DOHJ LLC
Washington
$422K -$501K -14,484 -54%
BWM
656
BerganKDV Wealth Management
Minnesota
$418K -$43.5K -1,259 -9%
BDF
657
Black Diamond Financial
Maryland
$417K – – –
SG
658
StoneX Group
New York
$414K -$198K -5,743 -32%
FMWA
659
Forvis Mazars Wealth Advisors
Missouri
$412K -$18.2K -526 -4%
RWA
660
Redhawk Wealth Advisors
Minnesota
$407K +$64.7K +1,870 +19%
NFP
661
Narus Financial Partners
Utah
$406K +$131K +3,775 +47%
SOS
662
Silver Oak Securities
Tennessee
$405K -$353K -10,227 -47%
TI
663
Tidal Investments
Wisconsin
$404K +$21.9K +633 +6%
YAL
664
Your Advocates Ltd
Texas
$403K +$53.4K +1,545 +15%
BMA
665
Brooks Moore & Associates
Tennessee
$402K +$45.5K +1,315 +13%
KC
666
Kingfisher Capital
North Carolina
$401K -$361K -10,430 -47%
KWM
667
Keebeck Wealth Management
Illinois
$399K – – –
CPA
668
Capital Planning Advisors
California
$399K -$5.92K -171 -1%
VFA
669
Valeo Financial Advisors
Indiana
$398K -$38.6K -1,115 -9%
GWM
670
GSB Wealth Management
Connecticut
$397K – – –
GA
671
Greenspring Advisors
Maryland
$397K – – –
CC
672
Cannell & Co
New York
$396K +$396K +11,450 New
ACIM
673
Azimuth Capital Investment Management
Michigan
$396K +$396K +11,443 New
LBC
674
Lowe Brockenbrough & Co
Virginia
$394K – – –
PWA
675
Phoenix Wealth Advisors
North Carolina
$394K +$20.4K +590 +5%
25 26
27
28 29