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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
1
UBS Group
Switzerland
$298M
2
Cerity Partners
2
Cerity Partners
New York
$88.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$183M
5
ET
5
Equitable Trust
Tennessee
$69.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.62B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$921M
3
Jane Street
3
Jane Street
New York
$86.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$14.8M
5
Bank of America
5
Bank of America
North Carolina
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
51
Capital Asset Advisory Services
Michigan
$45.8M -$329K -9,427 -0.7%
Creative Planning
52
Creative Planning
Kansas
$40.8M -$4.96M -143,417 -11%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$38.6M +$997K +28,833 +3%
BIAS
54
Beacon Investment Advisory Services
New Jersey
$37.4M -$254K -7,334 -0.7%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$36.9M +$6.42M +185,673 +21%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$34.7M -$1.51M -43,725 -4%
TWM
57
Tanglewood Wealth Management
Texas
$34.4M +$32K +926 +0.1%
Mariner
58
Mariner
Kansas
$33.8M -$8.56M -247,584 -20%
Chevy Chase Trust
59
Chevy Chase Trust
Maryland
$33.7M +$536K +15,483 +2%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$33M -$18.7M -541,341 -36%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$32.8M -$367K -10,618 -1%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$32.8M +$12.6M +386,161 +62%
Truist Financial
63
Truist Financial
North Carolina
$32.6M -$7.22M -208,840 -18%
MSL
64
Mackay Shields LLC
New York
$32.2M – – –
Goldman Sachs
65
Goldman Sachs
New York
$32.1M +$19.7M +570,468 +160%
FCFS
66
First Command Financial Services
Texas
$31.4M +$1.05M +30,364 +3%
FCB
67
First Command Bank
Texas
$31.4M +$1.05M +30,364 +3%
PPW
68
Parcion Private Wealth
Washington
$31.3M -$3.32M -95,891 -10%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$30.8M -$1.63M -47,266 -5%
TF
70
TIAA FSB
Florida
$30M +$15.1M +436,339 +101%
LSAG
71
Lake Street Advisors Group
New Hampshire
$29.7M – – –
ZF
72
Zhang Financial
Michigan
$29.1M -$585K -16,920 -2%
GG
73
GenWealth Group
New Jersey
$28.8M -$473K -13,661 -2%
US Bancorp
74
US Bancorp
Minnesota
$28.6M +$23.8M +688,670 +494%
VCM
75
Vigilant Capital Management
Maine
$28.2M +$1.16M +33,530 +4%
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