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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 %
MWA
751
Monograph Wealth Advisors
California
$294K +$294K +8,500 New
SFP
752
Shepherd Financial Partners
Massachusetts
$293K -$16.6K -479 -5%
OC
753
Oarsman Capital
Wisconsin
$291K -$8.37K -242 -3%
CA
754
CGN Advisors
Kansas
$290K -$28.6K -826 -9%
RW
755
RVW Wealth
California
$289K +$289K +8,343 New
FTC
756
Farmers Trust Company
Ohio
$287K – – –
EWM
757
Endowment Wealth Management
Wisconsin
$285K -$4.77K -138 -2%
CNBTD
758
Citizens National Bank Trust Department
Mississippi
$283K -$347K -10,014 -55%
FPB
759
First PREMIER Bank
South Dakota
$283K – – –
GM
760
GeoWealth Management
Illinois
$282K +$24.3K +703 +9%
DC
761
Davenport & Co
Virginia
$282K +$282K +8,149 New
FCCM
762
First City Capital Management
Georgia
$281K -$34.6K -1,000 -11%
PFG
763
Prosperity Financial Group
California
$280K +$280K +8,082 New
CLOS
764
Compagnie Lombard Odier SCmA
Switzerland
$279K +$36.5K +1,050 +15%
TTWM
765
TCV Trust & Wealth Management
Virginia
$278K – – –
TSWM
766
Tyler-Stone Wealth Management
Ohio
$277K – – –
DPI
767
Diversified Portfolios Inc
Michigan
$277K +$21.6K +625 +8%
CT
768
Colonial Trust
South Carolina
$276K +$760 +22 +0.3%
SCA
769
STALEY CAPITAL ADVISERS
Pennsylvania
$273K – – –
Fifth Third Bancorp
770
Fifth Third Bancorp
Ohio
$271K +$19.6K +566 +8%
WEG
771
World Equity Group
Illinois
$271K -$13.7K -396 -5%
WT
772
Washington Trust
Rhode Island
$270K -$104K -3,000 -28%
DG
773
DMC Group
Alabama
$269K +$28.7K +823 +12%
SHWM
774
Smith & Howard Wealth Management
Georgia
$269K – – –
FAB
775
First American Bank
Illinois
$264K – – –
29 30
31
32 33