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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 %
IF
676
IRON Financial
Illinois
$333K -$63 -2 -0%
HKAM
677
Horizon Kinetics Asset Management
New York
$332K -$11.5K -366 -3%
TI
678
Truepoint Inc
Ohio
$331K +$331K +10,505 New
TYCC
679
Texas Yale Capital Corp
Florida
$325K – – –
BMA
680
Brooks Moore & Associates
Tennessee
$325K – – –
JWM
681
JGP Wealth Management
Oregon
$324K – – –
HWA
682
HHM Wealth Advisors
Tennessee
$324K +$82.4K +2,616 +34%
CMBA
683
C.M. Bidwell & Associates
Hawaii
$320K – – –
MW
684
MBL Wealth
North Carolina
$319K -$40.6K -1,286 -11%
CC
685
Callan Capital
California
$318K – – –
YAL
686
Your Advocates Ltd
Texas
$318K +$76.2K +2,419 +32%
ATC
687
Argent Trust Co
Tennessee
$315K -$1.8K -57 -0.6%
OCM
688
Orion Capital Management
California
$315K – – –
RWA
689
Redhawk Wealth Advisors
Minnesota
$312K -$283K -8,971 -48%
MFG
690
Merit Financial Group
Georgia
$306K -$71.6K -2,271 -19%
VW
691
Vance Wealth
California
$304K -$221 -7 -0.1%
IWN
692
Independent Wealth Network
Iowa
$303K +$70.7K +2,246 +30%
ADL
693
Asset Dedication LLC
California
$303K +$303K +9,544 New
CCM
694
Condor Capital Management
New Jersey
$301K -$2.18K -69 -0.7%
LPT
695
Legacy Private Trust
Wisconsin
$300K – – –
CIA
696
Choate Investment Advisors
Massachusetts
$300K – – –
PGFC
697
Peapack-Gladstone Financial Corp
New Jersey
$298K -$10.2K -323 -3%
EWA
698
Evolution Wealth Advisors
Florida
$298K – – –
MCCP
699
Mission Creek Capital Partners
California
$297K +$1.67K +53 +0.6%
BAAM
700
Baker Avenue Asset Management
California
$295K -$1.73M -54,985 -85%
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