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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
1
JPMorgan Chase & Co
New York
$360M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$241M
3
WI
3
WealthNavi Inc
Japan
$137M
4
FCAS
4
First Command Advisory Services
Texas
$50.5M
5
AWM
5
Axxcess Wealth Management
California
$38.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$215M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$828M
3
Charles Schwab
3
Charles Schwab
California
$65.1M
4
CAM
4
Cresset Asset Management
Illinois
$57.3M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$751M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
51
Chevy Chase Trust
Maryland
$37.6M -$7.18M -205,283 -16%
BIAS
52
Beacon Investment Advisory Services
New Jersey
$37.3M -$681K -19,475 -2%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$36.9M -$474K -13,534 -1%
Mariner
54
Mariner
Kansas
$36.6M +$477K +13,631 +1%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$35.8M -$4.54M -129,790 -11%
Truist Financial
56
Truist Financial
North Carolina
$35.1M -$9.32M -266,424 -21%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$34.9M +$1.62M +46,438 +5%
CAAS
58
Capital Asset Advisory Services
Michigan
$34.4M -$254K -7,152 -0.7%
BTI
59
Blue Trust Inc
Georgia
$33.5M -$6.04M -165,857 -15%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$33.3M -$480K -13,714 -1%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$32.6M -$5.97M -170,521 -15%
MSL
62
Mackay Shields LLC
New York
$32.5M – – –
Corient Private Wealth
63
Corient Private Wealth
Florida
$30.7M +$1.82M +51,973 +6%
PPW
64
Parcion Private Wealth
Washington
$30.2M -$412K -11,787 -1%
MML Investors Services
65
MML Investors Services
Massachusetts
$29.9M -$5.12M -146,305 -15%
OA
66
Oxbow Advisors
Texas
$29.7M -$360K -10,294 -1%
TIAA Trust, National Association
67
TIAA Trust, National Association
North Carolina
$29.4M +$29.4M +840,313 New
GG
68
GenWealth Group
New Jersey
$28.8M +$405K +11,575 +1%
Creative Planning
69
Creative Planning
Kansas
$28.4M -$2.78M -79,486 -9%
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$28.4M +$496K +14,180 +2%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$28.4M -$502K -14,357 -2%
VIM
72
VCU Investment Management
Virginia
$27.7M – – –
TWM
73
Tanglewood Wealth Management
Texas
$27.1M -$5.97M -170,484 -18%
GCM
74
Gladius Capital Management
Illinois
$26.4M – – –
ZF
75
Zhang Financial
Michigan
$25.5M -$299K -8,547 -1%
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