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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 %
KC
701
Kingfisher Capital
North Carolina
$403K -$2.62K -75 -0.6%
GWM
702
GSB Wealth Management
Connecticut
$402K -$54.2K -1,548 -12%
BDF
703
Black Diamond Financial
Maryland
$401K – – –
AWA
704
Arkadios Wealth Advisors
Georgia
$397K -$63.9K -1,827 -14%
CPA
705
Capital Planning Advisors
California
$397K +$5.25K +150 +1%
TGAM
706
TBH Global Asset Management
Tennessee
$397K -$230K -6,568 -37%
ADL
707
Asset Dedication LLC
California
$396K +$9.71K +278 +3%
TC
708
Trilogy Capital
California
$396K -$39.5K -1,129 -9%
MFWP
709
Mosaic Family Wealth Partners
Missouri
$396K -$2.83K -81 -0.7%
WRPWM
710
Werba Rubin Papier Wealth Management
California
$394K +$560 +16 +0.1%
RWA
711
Redhawk Wealth Advisors
Minnesota
$389K +$29.2K +835 +8%
SMWM
712
Silvia McColl Wealth Management
California
$387K – – –
WPA
713
West Paces Advisors
Georgia
$385K -$76.2K -2,179 -17%
EWM
714
EPG Wealth Management
Georgia
$385K – – –
BFO
715
Boston Family Office
Massachusetts
$377K – – –
VCM
716
Viewpoint Capital Management
Washington
$372K – – –
PFA
717
Petra Financial Advisors
Colorado
$371K – – –
GM
718
GeoWealth Management
Illinois
$370K -$24.7K -705 -6%
CW
719
Connectus Wealth
Ohio
$365K +$365K +10,432 New
TWM
720
Tradition Wealth Management
Minnesota
$361K -$2.62K -75 -0.7%
CRC
721
Catawba River Capital
South Carolina
$360K -$13.1K -375 -4%
SEIA
722
Signature Estate & Investment Advisors
California
$360K – – –
GHA
723
Granite Harbor Advisors
Texas
$359K – – –
PI
724
PFG Investments
New York
$356K -$335K -9,572 -48%
IWA
725
Inspirion Wealth Advisors
Illinois
$355K -$28K -800 -7%
27 28
29
30 31