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iShares Gold Trust
IAU

Overview Fund Activity

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$141M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$110M
3
GCWM
Graham Capital Wealth Management
District of Columbia
+$94M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$85M

Top Sellers

1
Citigroup
Citigroup
New York
-$256M
2
Temasek Holdings
Temasek Holdings
Singapore
-$251M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$114M
4
Jane Street
Jane Street
New York
-$90.4M
5
LSAG
Lake Street Advisors Group
New Hampshire
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
701
Worth Asset Management
Texas
$419K +$410K +10,973 +4,389%
MFG
702
Merit Financial Group
Georgia
$419K -$40.1K -1,073 -9%
CPA
703
Capital Planning Advisors
California
$418K -$12.7K -341 -3%
SMWM
704
Silvia McColl Wealth Management
California
$414K -$2.95K -79 -0.7%
DWA
705
Divergent Wealth Advisors
Utah
$414K +$414K +11,070 New
ADL
706
Asset Dedication LLC
California
$413K – – –
HW
707
Hancock Whitney
Mississippi
$412K – – –
EWM
708
EPG Wealth Management
Georgia
$411K – – –
YAL
709
Your Advocates Ltd
Texas
$409K -$25.7K -689 -6%
NWM
710
NEIRG Wealth Management
Massachusetts
$409K – – –
CFGS
711
Concourse Financial Group Securities
Alabama
$406K +$18.8K +504 +5%
CRC
712
Catawba River Capital
South Carolina
$403K – – –
GBT
713
Grove Bank & Trust
Florida
$403K -$4.93K -132 -1%
VA
714
Valmark Advisers
Ohio
$402K -$8.26K -221 -2%
SW
715
SMART Wealth
Nebraska
$401K -$63.6K -1,703 -14%
IWN
716
Independent Wealth Network
Iowa
$400K +$63.6K +1,703 +19%
VCM
717
Viewpoint Capital Management
Washington
$398K – – –
PFA
718
Petra Financial Advisors
Colorado
$396K – – –
HKAM
719
Horizon Kinetics Asset Management
New York
$394K – – –
ONB
720
Old National Bancorp
Indiana
$389K -$27.3K -730 -7%
GHA
721
Granite Harbor Advisors
Texas
$385K +$1.83K +49 +0.5%
SEIA
722
Signature Estate & Investment Advisors
California
$385K – – –
GT
723
Glenview Trust
Kentucky
$383K – – –
PIA
724
Perennial Investment Advisors
California
$383K -$760K -20,329 -66%
VFA
725
Valeo Financial Advisors
Indiana
$382K -$47.5K -1,270 -11%
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