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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 %
WSTAM
651
Wilbanks Smith & Thomas Asset Management
Virginia
$520K -$56.4K -1,613 -10%
CIC
652
Carnegie Investment Counsel
Ohio
$517K -$195K -5,579 -27%
MCP
653
Mirador Capital Partners
California
$515K -$78.5K -2,244 -13%
CIA
654
Capital Investment Advisors
Georgia
$497K +$35.3K +1,009 +8%
IAA
655
Independent Advisor Alliance
North Carolina
$496K +$8.15K +233 +2%
RAM
656
Riggs Asset Management
Pennsylvania
$495K -$88.9K -2,542 -15%
FMII
657
Farmers & Merchants Investments Inc
Nebraska
$494K – – –
TNA
658
True North Advisors
Texas
$491K -$147K -4,210 -23%
EIP
659
Ellis Investment Partners
Pennsylvania
$491K +$4.51K +129 +0.9%
SG
660
StoneX Group
New York
$484K +$49.4K +1,411 +11%
EWA
661
Encompass Wealth Advisors
Oregon
$484K – – –
BFEC
662
Benjamin F. Edwards & Company
Missouri
$480K +$70.9K +2,026 +17%
KWM
663
Keebeck Wealth Management
Illinois
$479K +$40.2K +1,150 +9%
WC
664
Whitney & Co
New York
$475K -$99.5K -2,845 -17%
AA
665
Auxano Advisors
Washington
$475K -$36.9K -1,055 -7%
BFG
666
Bleakley Financial Group
New Jersey
$474K -$57.6K -1,645 -11%
KA
667
Kovack Advisors
Florida
$468K -$41.8K -1,194 -8%
CLOS
668
Compagnie Lombard Odier SCmA
Switzerland
$464K +$183K +5,220 +65%
RWMH
669
Riverpoint Wealth Management Holdings
Illinois
$457K – – –
OHWP
670
Oak Harbor Wealth Partners
North Carolina
$456K – – –
WIA
671
World Investment Advisors
California
$455K -$16.3K -465 -3%
SIAM
672
Sterling Investment Advisors (Missouri)
Missouri
$455K – – –
CCWA
673
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$451K +$280 +8 +0.1%
FMWA
674
Forvis Mazars Wealth Advisors
Missouri
$449K -$11.6K -331 -3%
SC
675
Savant Capital
Illinois
$448K -$4.65K -133 -1%
25 26
27
28 29