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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 %
JIP
676
Jaffetilchin Investment Partners
Florida
$448K -$1.4K -40 -0.3%
RIA
677
Regal Investment Advisors
Michigan
$443K -$87.2K -2,492 -16%
CIM
678
Confluence Investment Management
Missouri
$440K -$215K -6,153 -33%
GBT
679
Grove Bank & Trust
Florida
$435K +$57.3K +1,637 +15%
KWA
680
Kingswood Wealth Advisors
California
$434K -$2.12M -31,377 -83%
PWA
681
Phoenix Wealth Advisors
North Carolina
$432K +$7.52K +215 +2%
WFO
682
Wealthgate Family Office
Colorado
$431K – – –
PP
683
PDS Planning
Ohio
$423K +$1.44K +41 +0.3%
BG
684
Benedetti & Gucer
Georgia
$422K – – –
MAWAG
685
Mid-American Wealth Advisory Group
Missouri
$422K -$3.98M -112,819 -90%
CC
686
Callan Capital
California
$421K +$99.1K +2,831 +31%
FPAS
687
Focus Partners Advisor Solutions
Missouri
$420K +$29.4K +841 +8%
MC
688
Moors & Cabot
Massachusetts
$420K -$56K -1,600 -12%
DFG
689
Demars Financial Group
Washington
$419K -$47.8K -1,365 -10%
AT
690
American Trust
Kentucky
$418K -$231K -6,607 -36%
AFO
691
Arrowroot Family Office
California
$417K +$7.7K +220 +2%
EFS
692
Essex Financial Services
Connecticut
$416K -$455 -13 -0.1%
MW
693
MBL Wealth
North Carolina
$415K +$21K +600 +5%
TNBTD
694
Trustmark National Bank Trust Department
Mississippi
$413K – – –
ACIM
695
Azimuth Capital Investment Management
Michigan
$413K -$2.41K -69 -0.6%
PA
696
Pinnacle Associates
New York
$412K -$61K -1,742 -13%
LFAS
697
Level Four Advisory Services
Texas
$409K +$13.6K +388 +3%
GT
698
Glenview Trust
Kentucky
$407K +$48.8K +1,396 +14%
NL
699
NWAM LLC
Washington
$407K -$195K -5,579 -32%
CCFCSB
700
Cape Cod Five Cents Savings Bank
Massachusetts
$405K +$203K +5,790 +100%
26 27
28
29 30