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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
1
Charles Schwab
California
$221M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$126M
3
GCWM
3
Graham Capital Wealth Management
District of Columbia
$113M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$289M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.52B

Top Sellers

1
Citigroup
1
Citigroup
New York
$21.7M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$922M
4
Jane Street
4
Jane Street
New York
$3.47M
5
LSAG
5
Lake Street Advisors Group
New Hampshire
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$46.5M +$11.2M +301,014 +32%
FCB
52
First Command Bank
Texas
$45.4M +$11.6M +309,121 +34%
FCFS
53
First Command Financial Services
Texas
$45.4M +$11.6M +309,121 +34%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$40.8M -$951K -25,453 -2%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$40.5M +$5.05M +135,258 +14%
BIAS
56
Beacon Investment Advisory Services
New Jersey
$40.3M -$144K -3,851 -0.4%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$38.9M -$970K -25,954 -2%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$38M +$2.3M +61,464 +6%
Mariner
59
Mariner
Kansas
$37.9M +$1.36M +36,369 +4%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$35.8M +$2.62M +70,186 +8%
Bank Julius Baer & Co
61
Bank Julius Baer & Co
Switzerland
$35.4M +$34.9M +935,109 +7,236%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$35.2M -$2.54M -67,885 -7%
Creative Planning
63
Creative Planning
Kansas
$34.8M -$9.29M -248,616 -21%
MSL
64
Mackay Shields LLC
New York
$34.7M – – –
TWM
65
Tanglewood Wealth Management
Texas
$34.4M -$2.75M -73,548 -7%
Toronto Dominion Bank
66
Toronto Dominion Bank
Ontario, Canada
$33.6M +$25.4M +680,000 +309%
PPW
67
Parcion Private Wealth
Washington
$33.2M -$560K -14,995 -2%
WI
68
WealthNavi Inc
Japan
$32.8M +$20.1M +539,046 +159%
TF
69
TIAA FSB
Florida
$32M -$429K -11,479 -1%
US Bancorp
70
US Bancorp
Minnesota
$31.5M +$594K +15,895 +2%
VCM
71
Vigilant Capital Management
Maine
$31M +$476K +12,746 +2%
OA
72
Oxbow Advisors
Texas
$30.9M +$3.34M +89,376 +12%
ZF
73
Zhang Financial
Michigan
$30.8M -$719K -19,231 -2%
GG
74
GenWealth Group
New Jersey
$30.5M -$570K -15,249 -2%
Corient Private Wealth
75
Corient Private Wealth
Florida
$29.6M -$29.2K -782 -0.1%
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