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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
JPMorgan Chase & Co
New York
+$134M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$69M
3
WI
WealthNavi Inc
Japan
+$55.6M
4
FCAS
First Command Advisory Services
Texas
+$50.5M
5
AWM
Axxcess Wealth Management
California
+$33.1M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$765M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$574M
3
Charles Schwab
Charles Schwab
California
-$137M
4
CAM
Cresset Asset Management
Illinois
-$78M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
726
Appleton Partners
Massachusetts
$354K -$16.1K -459 -4%
IWN
727
Independent Wealth Network
Iowa
$353K -$1.58K -45 -0.4%
BMA
728
Brooks Moore & Associates
Tennessee
$353K +$3.5K +100 +1%
LSIA
729
LaSalle St. Investment Advisors
Illinois
$351K -$183K -5,224 -34%
TYCC
730
Texas Yale Capital Corp
Florida
$350K – – –
HCM
731
Hengehold Capital Management
Ohio
$350K – – –
PG
732
Patten Group
Tennessee
$347K -$4.23K -121 -1%
IIC
733
Integrated Investment Consultants
Michigan
$347K -$48.3K -1,381 -12%
LL
734
LWMG LLC
Minnesota
$346K -$48.8K -1,395 -12%
PIA
735
Perennial Investment Advisors
California
$344K -$2.17K -62 -0.6%
YAL
736
Your Advocates Ltd
Texas
$344K -$15.5K -444 -4%
ANBT
737
American National Bank & Trust
Texas
$342K – – –
VFA
738
Valeo Financial Advisors
Indiana
$342K +$805 +23 +0.2%
SHWM
739
Smith & Howard Wealth Management
Georgia
$341K +$69.2K +1,977 +25%
BCA
740
Bay Colony Advisors
Massachusetts
$341K +$87.7K +2,505 +35%
DG
741
DMC Group
Alabama
$340K +$52K +1,485 +18%
WA
742
Waverly Advisors
Alabama
$336K -$5.46K -156 -2%
ISL
743
Ingalls & Snyder LLC
New York
$334K +$2.17K +62 +0.7%
CIA
744
Choate Investment Advisors
Massachusetts
$333K – – –
VCM
745
Virtue Capital Management
Tennessee
$333K – – –
ACM
746
Ashford Capital Management
Delaware
$332K +$332K +9,493 New
TI
747
Tidal Investments
Wisconsin
$323K -$92K -2,630 -22%
TAM
748
Titleist Asset Management
Texas
$323K – – –
BIA
749
Benchmark Investment Advisors
Illinois
$322K -$333K -9,523 -51%
MPM
750
Meritage Portfolio Management
Kansas
$322K – – –
28 29
30
31 32