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iShares Gold Trust
IAU

Overview Fund Activity

1,140 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 317 increasing their positions, 429 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+109
Holders Change %
+10.57%
% of All Funds
16.71%
Holding in Top 10
108
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.2%
% of All Funds
1.58%
New
170
Increased
317
Reduced
429
Closed
49
Calls
$268M
Puts
$523M
Net Calls
-$255M
Net Calls Change
-$132M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$830M
2
Charles Schwab
Charles Schwab
California
+$164M
3
Jane Street
Jane Street
New York
+$95M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$79.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$47.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$65.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$31.3M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$28.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.5M
5
Bank of America
Bank of America
North Carolina
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFO
726
Wealthgate Family Office
Colorado
$481K – – –
IWN
727
Independent Wealth Network
Iowa
$480K +$86.3K +2,211 +22%
PP
728
PDS Planning
Ohio
$475K +$2.73K +70 +0.6%
CC
729
Callan Capital
California
$469K – – –
KWM
730
Keebeck Wealth Management
Illinois
$469K -$65K -1,665 -12%
PWA
731
Phoenix Wealth Advisors
North Carolina
$466K -$14.5K -372 -3%
MW
732
MBL Wealth
North Carolina
$464K +$1.95K +50 +0.4%
EFS
733
Essex Financial Services
Connecticut
$464K – – –
AP
734
Appleton Partners
Massachusetts
$463K +$68.6K +1,758 +17%
CAG
735
Crestwood Advisors Group
Massachusetts
$463K +$463K +11,853 New
MC
736
Moors & Cabot
Massachusetts
$461K -$7.03K -180 -2%
AFO
737
Arrowroot Family Office
California
$461K -$4.65K -119 -1%
TNBTD
738
Trustmark National Bank Trust Department
Mississippi
$461K – – –
PA
739
Pinnacle Associates
New York
$453K -$6.83K -175 -1%
BG
740
Benedetti & Gucer
Georgia
$451K -$20K -512 -4%
MAWAG
741
Mid-American Wealth Advisory Group
Missouri
$450K -$16.6K -425 -4%
KC
742
Kingfisher Capital
North Carolina
$450K – – –
BDF
743
Black Diamond Financial
Maryland
$447K – – –
RWA
744
Redhawk Wealth Advisors
Minnesota
$445K +$10.2K +262 +2%
HF
745
HRT Financial
New York
$440K -$1.99M -50,901 -82%
MFWP
746
Mosaic Family Wealth Partners
Missouri
$439K -$1.91K -49 -0.4%
WRPWM
747
Werba Rubin Papier Wealth Management
California
$439K – – –
ADL
748
Asset Dedication LLC
California
$438K -$1.4K -36 -0.3%
SMWM
749
Silvia McColl Wealth Management
California
$432K – – –
MSFS
750
Main Street Financial Solutions
Pennsylvania
$432K -$188K -4,812 -30%
28 29
30
31 32