IAU icon

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
UBS Group
Switzerland
+$32.2M
2
Cerity Partners
Cerity Partners
New York
+$30M
3
HighTower Advisors
HighTower Advisors
Illinois
+$28.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$28.4M
5
ET
Equitable Trust
Tennessee
+$28.1M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$747M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$627M
3
Jane Street
Jane Street
New York
-$203M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$143M
5
Bank of America
Bank of America
North Carolina
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
726
Essex Savings Bank
Connecticut
$317K – – –
PP
727
Patten & Patten
Tennessee
$315K -$74.5K -2,150 -19%
KIA
728
KCM Investment Advisors
California
$313K -$53.6K -1,551 -15%
BWM
729
Blossom Wealth Management
California
$312K +$2.28K +66 +0.7%
IF
730
IRON Financial
Illinois
$312K -$53K -1,531 -14%
BOPW
731
Brandywine Oak Private Wealth
Pennsylvania
$311K – – –
AC
732
Avory & Company
Florida
$311K +$311K +9,000 New
IWN
733
Independent Wealth Network
Iowa
$311K -$21.6K -625 -6%
BCP
734
Berkeley Capital Partners
Georgia
$311K +$6.88K +199 +2%
CL
735
Choreo LLC
Illinois
$310K -$3.22K -93 -1%
CSIC
736
Clifford Swan Investment Counsel
California
$309K – – –
WCA
737
Waypoint Capital Advisors
Minnesota
$308K – – –
AP
738
Appleton Partners
Massachusetts
$306K +$8.38K +242 +3%
EWA
739
Evolution Wealth Advisors
Florida
$303K -$23.7K -685 -7%
FWMM
740
Foundation Wealth Management (Missouri)
Missouri
$301K +$301K +8,711 New
TCA
741
Transcend Capital Advisors
New Jersey
$301K -$15K -434 -5%
OIA
742
OneDigital Investment Advisors
Kansas
$301K +$55.5K +1,605 +23%
HWA
743
Hillcrest Wealth Advisors
New Jersey
$300K -$147K -4,250 -33%
EFS
744
Essex Financial Services
Connecticut
$300K – – –
PWMAG
745
Pinnacle Wealth Management Advisory Group
New Jersey
$299K +$11.6K +335 +4%
NS
746
Newman & Schimel
Illinois
$298K +$40.6K +1,175 +16%
TMAM
747
Tokio Marine Asset Management
Japan
$297K – – –
SG
748
Sharper & Granite
California
$296K +$296K +8,560 New
NRC
749
New Republic Capital
North Carolina
$295K +$295K +8,540 New
SEA
750
Stegent Equity Advisors
Texas
$294K -$138 -4 -0%
28 29
30
31 32