IAU icon

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
Charles Schwab
California
+$141M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$110M
3
GCWM
Graham Capital Wealth Management
District of Columbia
+$94M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$85M

Top Sellers

1
Citigroup
Citigroup
New York
-$256M
2
Temasek Holdings
Temasek Holdings
Singapore
-$251M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$114M
4
Jane Street
Jane Street
New York
-$90.4M
5
LSAG
Lake Street Advisors Group
New Hampshire
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
726
Freestone Capital Holdings
Washington
$381K +$149 +4 +0%
HCM
727
Hengehold Capital Management
Ohio
$380K -$1.12M -30,000 -75%
CIA
728
Capital Investment Advisors
Georgia
$378K +$30.6K +818 +9%
Kovitz Investment Group Partners
729
Kovitz Investment Group Partners
Illinois
$377K +$377K +10,101 New
DWM
730
Dakota Wealth Management
Florida
$375K -$6.73K -180 -2%
TYCC
731
Texas Yale Capital Corp
Florida
$374K – – –
OCM
732
Orion Capital Management
California
$374K – – –
WC
733
Waterloo Capital
Texas
$373K +$373K +9,983 New
BMA
734
Brooks Moore & Associates
Tennessee
$373K -$60.5K -1,622 -14%
PFGIA
735
Patriot Financial Group Insurance Agency
Massachusetts
$372K +$142K +3,806 +62%
ANBT
736
American National Bank & Trust
Texas
$365K +$350K +9,367 +2,336%
MCC
737
Money Concepts Capital
Florida
$365K +$202K +28,805 +124%
MW
738
MBL Wealth
North Carolina
$363K +$1.2K +32 +0.3%
LFG
739
Larson Financial Group
Missouri
$363K +$15.9K +425 +5%
ATC
740
Argent Trust Co
Tennessee
$358K -$14K -375 -4%
PWMAG
741
Pinnacle Wealth Management Advisory Group
New Jersey
$356K +$33.1K +885 +10%
QPWM
742
Quadrant Private Wealth Management
Pennsylvania
$356K – – –
CIA
743
Choate Investment Advisors
Massachusetts
$356K – – –
BWM
744
Blossom Wealth Management
California
$345K +$7.96K +213 +2%
PGFC
745
Peapack-Gladstone Financial Corp
New Jersey
$345K +$1.01K +27 +0.3%
MPM
746
Meritage Portfolio Management
Kansas
$345K +$1.27K +34 +0.4%
TAM
747
Titleist Asset Management
Texas
$345K +$345K +9,219 New
CC
748
Callan Capital
California
$344K -$192K -5,135 -36%
ESB
749
Essex Savings Bank
Connecticut
$343K – – –
GIA
750
Gladstone Institutional Advisory
Florida
$343K -$28.7K -768 -8%
28 29
30
31 32