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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 %
TWM
676
Tradition Wealth Management
Minnesota
$391K -$48.3K -1,395 -11%
VWA
677
V Wealth Advisors
Kansas
$391K -$6.92K -200 -2%
WRPWM
678
Werba Rubin Papier Wealth Management
California
$390K +$390K +11,288 New
SMWM
679
Silvia McColl Wealth Management
California
$386K +$386K +11,150 New
PMFA
680
Plante Moran Financial Advisors
Michigan
$386K +$146K +4,208 +61%
ONB
681
Old National Bancorp
Indiana
$385K – – –
ADL
682
Asset Dedication LLC
California
$384K +$52.5K +1,512 +16%
CA
683
CoreCap Advisors
Michigan
$384K +$97.8K +2,827 +34%
HW
684
Hancock Whitney
Mississippi
$381K – – –
EWM
685
EPG Wealth Management
Georgia
$381K – – –
VA
686
Valmark Advisers
Ohio
$380K -$3.91K -113 -1%
RIA
687
Realta Investment Advisors
Delaware
$380K +$4.7K +136 +1%
NWM
688
NEIRG Wealth Management
Massachusetts
$379K – – –
PWPS
689
Pinnacle Wealth Planning Services
Ohio
$378K – – –
GBT
690
Grove Bank & Trust
Florida
$378K -$678K -19,590 -64%
CRC
691
Catawba River Capital
South Carolina
$373K – – –
MWM
692
Meridian Wealth Management
Kentucky
$372K +$69.9K +2,020 +23%
MPW
693
MGO Private Wealth
California
$370K -$2.94K -85 -0.8%
VCM
694
Viewpoint Capital Management
Washington
$368K -$6.92K -200 -2%
PFA
695
Petra Financial Advisors
Colorado
$367K +$367K +10,603 New
HKAM
696
Horizon Kinetics Asset Management
New York
$364K – – –
HT
697
HAP Trading
New York
$363K -$69.2K -2,000 -16%
SWP
698
Strategic Wealth Partners
Ohio
$360K -$33.1K -957 -8%
CFGS
699
Concourse Financial Group Securities
Alabama
$358K -$74K -2,139 -17%
SEIA
700
Signature Estate & Investment Advisors
California
$356K -$21.1K -611 -6%
26 27
28
29 30