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iShares Gold Trust
IAU

Overview Fund Activity

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$141M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$110M
3
GCWM
Graham Capital Wealth Management
District of Columbia
+$94M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$85M

Top Sellers

1
Citigroup
Citigroup
New York
-$256M
2
Temasek Holdings
Temasek Holdings
Singapore
-$251M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$114M
4
Jane Street
Jane Street
New York
-$90.4M
5
LSAG
Lake Street Advisors Group
New Hampshire
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
LL
651
LWMG LLC
Minnesota
$542K -$1.26M -33,715 -70%
IAA
652
Independent Advisor Alliance
North Carolina
$530K -$72.1K -1,930 -12%
PA
653
Pinnacle Associates
New York
$518K +$20.1K +537 +4%
KCM
654
Kornitzer Capital Management
Kansas
$517K -$44.7K -1,195 -8%
EWA
655
Encompass Wealth Advisors
Oregon
$517K – – –
OHWP
656
Oak Harbor Wealth Partners
North Carolina
$510K -$17K -454 -3%
EIP
657
Ellis Investment Partners
Pennsylvania
$510K +$224 +6 +0%
AFO
658
Arrowroot Family Office
California
$508K +$508K +13,604 New
BFEC
659
Benjamin F. Edwards & Company
Missouri
$507K -$12.2M -325,864 -96%
EAMA
660
EFG Asset Management (Americas)
Florida
$507K -$512K -13,664 -50%
SFP
661
Shepherd Financial Partners
Massachusetts
$495K +$178K +4,774 +56%
WPA
662
West Paces Advisors
Georgia
$493K +$31.5K +844 +7%
DFG
663
Demars Financial Group
Washington
$491K -$10.2K -273 -2%
SC
664
Savant Capital
Illinois
$489K +$207K +5,527 +73%
RWMH
665
Riverpoint Wealth Management Holdings
Illinois
$489K – – –
PFA
666
Pettinga Financial Advisors
Indiana
$486K -$329K -8,815 -40%
SIAM
667
Sterling Investment Advisors (Missouri)
Missouri
$486K -$1.83K -49 -0.4%
CCWA
668
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$481K -$1.91K -51 -0.4%
MWM
669
Meridian Wealth Management
Kentucky
$474K +$72.4K +1,937 +18%
FPAS
670
Focus Partners Advisor Solutions
Missouri
$473K -$11.4K -306 -2%
KWM
671
Keebeck Wealth Management
Illinois
$469K +$37.4K +1,000 +9%
VCM
672
Virtue Capital Management
Tennessee
$468K +$468K +12,418 New
PWA
673
Phoenix Wealth Advisors
North Carolina
$464K +$38.6K +1,033 +9%
WFO
674
Wealthgate Family Office
Colorado
$460K – – –
BDF
675
Black Diamond Financial
Maryland
$459K +$8.6K +230 +2%
25 26
27
28 29