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iShares Gold Trust
IAU

Overview Fund Activity

1,058 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 346 increasing their positions, 386 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+26
Holders Change %
+2.52%
% of All Funds
16.69%
Holding in Top 10
93
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.71%
% of All Funds
1.47%
New
87
Increased
346
Reduced
386
Closed
49
Calls
$191M
Puts
$151M
Net Calls
+$39.7M
Net Calls Change
-$98.7M

Top Buyers

1
MB
Mizuho Bank
Japan
$291M
2
Jane Street
Jane Street
New York
$99.4M
3
Ameriprise
Ameriprise
Minnesota
$261M
4
WI
WealthNavi Inc
Japan
$84.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$175M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$66M
2
BA
Bridgewater Associates
Connecticut
$3.47M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$844M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$236M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$46.2M +$879K +24,163 +2%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$42M +$2.53M +69,506 +6%
BTI
53
Blue Trust Inc
Georgia
$40.6M -$13.3M -356,692 -25%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$40.1M +$2.25M +61,947 +6%
BIAS
55
Beacon Investment Advisory Services
New Jersey
$39.5M +$252K +6,932 +0.6%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$39M -$667K -18,334 -2%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$38.9M +$4.65M +127,840 +14%
Mariner
58
Mariner
Kansas
$37.6M +$722K +19,839 +2%
MML Investors Services
59
MML Investors Services
Massachusetts
$36.4M +$16.9M +464,274 +86%
CAAS
60
Capital Asset Advisory Services
Michigan
$36.1M -$10.8M -291,030 -23%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$35.2M -$1.8M -49,367 -5%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$34.6M -$272K -7,484 -0.8%
TWM
63
Tanglewood Wealth Management
Texas
$34.4M +$884K +24,280 +3%
MSL
64
Mackay Shields LLC
New York
$33.8M – – –
Creative Planning
65
Creative Planning
Kansas
$32.5M -$1.45M -39,750 -4%
PPW
66
Parcion Private Wealth
Washington
$31.8M -$536K -14,730 -2%
AWS
67
AJ Wealth Strategies
New York
$31.6M +$31.6M +867,947 New
TF
68
TIAA FSB
Florida
$31.3M +$152K +4,179 +0.5%
OA
69
Oxbow Advisors
Texas
$31.2M +$1.12M +30,714 +4%
VCM
70
Vigilant Capital Management
Maine
$30.8M +$636K +17,472 +2%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$30M -$41.9M -1,152,022 -58%
Corient Private Wealth
72
Corient Private Wealth
Florida
$30M +$1.15M +31,734 +4%
GG
73
GenWealth Group
New Jersey
$29.5M -$208K -5,720 -0.7%
1832 Asset Management
74
1832 Asset Management
Ontario, Canada
$29M +$884K +24,292 +3%
VIM
75
VCU Investment Management
Virginia
$28.8M – – –
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