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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 %
Creative Planning
51
Creative Planning
Kansas
$41.7M -$3.23M -102,579 -7%
CAAS
52
Capital Asset Advisory Services
Michigan
$41.7M +$2.07M +65,625 +5%
Osaic Holdings
53
Osaic Holdings
Arizona
$39.4M -$2.63M -83,512 -6%
Mariner
54
Mariner
Kansas
$38.6M +$996K +31,582 +3%
ET
55
Equitable Trust
Tennessee
$37.9M -$4.17M -132,217 -10%
Truist Financial
56
Truist Financial
North Carolina
$36.3M +$2.84M +89,928 +8%
BIAS
57
Beacon Investment Advisory Services
New Jersey
$34.3M -$352K -11,171 -1%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$34.3M -$1.19M -37,592 -3%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$33.2M +$1.85M +58,821 +6%
PPW
60
Parcion Private Wealth
Washington
$31.5M -$3.83M -121,622 -11%
TWM
61
Tanglewood Wealth Management
Texas
$31.3M -$585K -18,556 -2%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$30.3M -$9.03M -286,533 -23%
Chevy Chase Trust
63
Chevy Chase Trust
Maryland
$30.2M -$14.9M -471,501 -33%
M&T Bank
64
M&T Bank
New York
$29.9M -$712K -22,592 -2%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$29.5M -$4.52M -143,464 -13%
MSL
66
Mackay Shields LLC
New York
$29.3M – – –
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$27.8M -$4M -126,835 -13%
FCB
68
First Command Bank
Texas
$27.6M +$1.08M +34,327 +4%
FCFS
69
First Command Financial Services
Texas
$27.6M +$1.08M +34,327 +4%
BCM
70
Brookstone Capital Management
Illinois
$27.3M -$989K -31,106 -3%
ZF
71
Zhang Financial
Michigan
$27.1M -$178K -5,632 -0.7%
LSAG
72
Lake Street Advisors Group
New Hampshire
$27.1M -$424K -13,459 -2%
VM
73
VPR Management
Texas
$27M -$2.95M -93,500 -10%
GG
74
GenWealth Group
New Jersey
$26.7M +$905K +28,705 +4%
VIM
75
VCU Investment Management
Virginia
$25M – – –
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3
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