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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
1
Jane Street
New York
$264M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.41B
3
LPL Financial
3
LPL Financial
California
$218M
4
Citigroup
4
Citigroup
New York
$253M
5
PCA
5
Personal Capital Advisors
California
$444M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$679M
2
PCP
2
Proficio Capital Partners
Massachusetts
$77.2M
3
Wells Fargo
3
Wells Fargo
California
$386M
4
FFA
4
First Foundation Advisors
California
$21.8M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
701
Benedetti & Gucer
Georgia
$293K -$77.8K -2,467 -21%
TC
702
Titleist Capital
Texas
$291K – – –
CA
703
CGN Advisors
Kansas
$290K -$8.29K -263 -3%
VCWA
704
Vanguard Capital Wealth Advisors
Colorado
$289K -$282K -8,911 -49%
ESB
705
Essex Savings Bank
Connecticut
$289K -$118K -3,745 -29%
TCA
706
Transcend Capital Advisors
New Jersey
$288K -$47.3K -1,500 -14%
FCCM
707
First City Capital Management
Georgia
$288K – – –
CL
708
Choreo LLC
Illinois
$286K – – –
BOPW
709
Brandywine Oak Private Wealth
Pennsylvania
$283K -$6.29K -200 -2%
BWM
710
Blossom Wealth Management
California
$283K -$284 -9 -0.1%
SFP
711
Shepherd Financial Partners
Massachusetts
$282K -$183K -5,799 -39%
CSIC
712
Clifford Swan Investment Counsel
California
$282K – – –
CWG
713
Cornerstone Wealth Group
North Carolina
$282K – – –
WCA
714
Waypoint Capital Advisors
Minnesota
$280K – – –
BCP
715
Berkeley Capital Partners
Georgia
$277K -$24.3K -773 -8%
MWM
716
Meridian Wealth Management
Kentucky
$275K -$140K -4,448 -34%
EFS
717
Essex Financial Services
Connecticut
$274K +$9.09K +288 +3%
OC
718
Oarsman Capital
Wisconsin
$273K -$27.6K -875 -9%
TMAM
719
Tokio Marine Asset Management
Japan
$271K – – –
AP
720
Appleton Partners
Massachusetts
$271K +$11.3K +359 +4%
BCV
721
Banque Cantonale Vaudoise
Switzerland
$271K +$53.6K +1,700 +25%
AA
722
Auxano Advisors
Washington
$269K +$2.68K +85 +1%
SEA
723
Stegent Equity Advisors
Texas
$268K +$268K +8,514 New
TSS
724
Two Sigma Securities
New York
$266K +$266K +8,447 New
EWM
725
Endowment Wealth Management
Wisconsin
$264K +$3.37K +107 +1%
27 28
29
30 31