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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 %
GHA
701
Granite Harbor Advisors
Texas
$355K +$355K +10,259 New
GT
702
Glenview Trust
Kentucky
$354K +$354K +10,247 New
DWM
703
Dakota Wealth Management
Florida
$353K +$353K +10,218 New
FCH
704
Freestone Capital Holdings
Washington
$353K -$25.4K -735 -7%
TYCC
705
Texas Yale Capital Corp
Florida
$346K -$10.4K -300 -3%
SSWM
706
Sheets Smith Wealth Management
North Carolina
$346K -$44.1K -1,274 -11%
OCM
707
Orion Capital Management
California
$346K – – –
IIC
708
Integrated Investment Consultants
Michigan
$345K -$73.7K -2,131 -18%
ATC
709
Argent Trust Co
Tennessee
$344K -$1.63K -47 -0.5%
GIA
710
Gladstone Institutional Advisory
Florida
$344K -$37.5K -1,083 -10%
MFG
711
Marmo Financial Group
Tennessee
$342K +$342K +9,879 New
CI
712
CX Institutional
Indiana
$342K -$122K -3,540 -26%
AA
713
Advisory Alpha
Michigan
$341K +$103K +2,992 +44%
MW
714
MBL Wealth
North Carolina
$335K -$14.6K -421 -4%
SFCL
715
Strengthening Families & Communities LLC
Massachusetts
$333K -$50.2K -1,451 -13%
QPWM
716
Quadrant Private Wealth Management
Pennsylvania
$329K +$329K +9,522 New
LPT
717
Legacy Private Trust
Wisconsin
$329K – – –
CIA
718
Choate Investment Advisors
Massachusetts
$329K – – –
NAM
719
NorthCrest Asset Manangement
Minnesota
$326K -$15.3M -440,521 -98%
CIA
720
Capital Investment Advisors
Georgia
$322K -$79.3K -2,291 -20%
LFG
721
Larson Financial Group
Missouri
$321K +$36.2K +1,046 +13%
BG
722
Benedetti & Gucer
Georgia
$321K – – –
PGFC
723
Peapack-Gladstone Financial Corp
New Jersey
$319K -$7.79K -225 -2%
MPM
724
Meritage Portfolio Management
Kansas
$319K +$32.2K +930 +11%
TC
725
Titleist Capital
Texas
$319K – – –
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