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iShares Gold Trust
IAU

Overview Fund Activity

1,140 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 317 increasing their positions, 429 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+109
Holders Change %
+10.57%
% of All Funds
16.71%
Holding in Top 10
108
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.2%
% of All Funds
1.58%
New
170
Increased
317
Reduced
429
Closed
49
Calls
$268M
Puts
$523M
Net Calls
-$255M
Net Calls Change
-$132M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$830M
2
Charles Schwab
Charles Schwab
California
+$164M
3
Jane Street
Jane Street
New York
+$95M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$79.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$47.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$65.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$31.3M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$28.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.5M
5
Bank of America
Bank of America
North Carolina
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
651
S&CO Inc
Massachusetts
$670K – – –
CA
652
Clearstead Advisors
Ohio
$670K -$1.7M -43,539 -72%
CF
653
Crosspoint Financial
California
$666K -$13.1K -336 -2%
AWM
654
Avaii Wealth Management
Wisconsin
$665K +$54.6K +1,400 +9%
MCCP
655
Mission Creek Capital Partners
California
$665K – – –
CLOS
656
Compagnie Lombard Odier SCmA
Switzerland
$661K +$143K +3,675 +28%
VAS
657
Valicenti Advisory Services
New York
$659K – – –
KCM
658
Kornitzer Capital Management
Kansas
$659K -$63.5K -1,628 -9%
SCTC
659
Sanibel Captiva Trust Company
Florida
$657K +$657K +16,829 New
MCCA
660
Mill Creek Capital Advisors
Pennsylvania
$657K – – –
EDRH
661
Edmond de Rothschild Holding
Switzerland
$645K – – –
MCM
662
Mill Capital Management
North Carolina
$634K – – –
MWM
663
Meridian Wealth Management
Kentucky
$631K -$1.02M -26,126 -62%
PWP
664
Principle Wealth Partners
Connecticut
$624K – – –
IF
665
Intrua Financial
Texas
$620K +$14.6K +375 +2%
DWA
666
Divergent Wealth Advisors
Utah
$610K +$12.6K +322 +2%
JCM
667
Jacobi Capital Management
Pennsylvania
$607K -$781 -20 -0.1%
NWM
668
Northcape Wealth Management
New York
$606K – – –
BFC
669
Blue Fin Capital
Rhode Island
$605K +$605K +15,508 New
EL
670
EMFO LLC
Florida
$597K -$17.1K -438 -3%
CIC
671
Carnegie Investment Counsel
Ohio
$597K +$20.2K +517 +3%
GIA
672
Gladstone Institutional Advisory
Florida
$596K +$249K +6,383 +72%
MFG
673
Marmo Financial Group
Tennessee
$595K -$9.13K -234 -2%
SPA
674
Sentinel Pension Advisors
Massachusetts
$594K -$158K -4,054 -21%
BMCM
675
Bryn Mawr Capital Management
Pennsylvania
$592K -$82.2K -2,106 -12%
25 26
27
28 29