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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 %
AP
751
Appleton Partners
Massachusetts
$340K +$9.5K +254 +3%
BCP
752
Berkeley Capital Partners
Georgia
$340K +$3.66K +98 +1%
IWA
753
Inspirion Wealth Advisors
Illinois
$339K +$104K +2,785 +44%
BOPW
754
Brandywine Oak Private Wealth
Pennsylvania
$336K – – –
AC
755
Avory & Company
Florida
$336K – – –
SW
756
Solidarity Wealth
Utah
$334K +$334K +8,951 New
CSIC
757
Clifford Swan Investment Counsel
California
$334K – – –
WCA
758
Waypoint Capital Advisors
Minnesota
$333K – – –
EWM
759
Endowment Wealth Management
Wisconsin
$333K +$27.1K +730 +9%
AIA
760
Arbor Investment Advisors
North Carolina
$332K +$64.1K +1,716 +24%
PP
761
Patten & Patten
Tennessee
$331K -$8.45K -226 -2%
FWMM
762
Foundation Wealth Management (Missouri)
Missouri
$326K – – –
TCA
763
Transcend Capital Advisors
New Jersey
$325K – – –
NRC
764
New Republic Capital
North Carolina
$323K +$3.85K +103 +1%
TMAM
765
Tokio Marine Asset Management
Japan
$321K – – –
GM
766
GeoWealth Management
Illinois
$319K +$13.5K +361 +4%
LBC
767
Lowe Brockenbrough & Co
Virginia
$318K -$107K -2,875 -25%
SEA
768
Stegent Equity Advisors
Texas
$318K – – –
AFG
769
Atomi Financial Group
New York
$314K +$314K +8,396 New
PG
770
Patten Group
Tennessee
$313K +$313K +8,385 New
FTC
771
Farmers Trust Company
Ohio
$310K – – –
DG
772
DMC Group
Alabama
$307K +$16.5K +437 +6%
EWA
773
Evolution Wealth Advisors
Florida
$306K -$21.7K -580 -7%
FPB
774
First PREMIER Bank
South Dakota
$303K -$3.29K -88 -1%
USCWA
775
U.S. Capital Wealth Advisors
Texas
$303K +$172K +4,613 +132%
29 30
31
32 33