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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
$360M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$241M
3
WI
WealthNavi Inc
Japan
$137M
4
FCAS
First Command Advisory Services
Texas
$50.5M
5
AWM
Axxcess Wealth Management
California
$38.8M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$215M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$828M
3
Charles Schwab
Charles Schwab
California
$65.1M
4
CAM
Cresset Asset Management
Illinois
$57.3M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$751M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
751
Peapack-Gladstone Financial Corp
New Jersey
$321K -$1.54K -44 -0.5%
ESB
752
Essex Savings Bank
Connecticut
$321K – – –
VA
753
Valmark Advisers
Ohio
$320K -$875 -25 -0.3%
QPWM
754
Quadrant Private Wealth Management
Pennsylvania
$318K – – –
EWM
755
Endowment Wealth Management
Wisconsin
$317K +$2.45K +70 +0.8%
BCP
756
Berkeley Capital Partners
Georgia
$316K -$3.5K -100 -1%
PP
757
Patten & Patten
Tennessee
$315K -$2.94K -84 -0.9%
BOPW
758
Brandywine Oak Private Wealth
Pennsylvania
$315K – – –
AC
759
Avory & Company
Florida
$315K – – –
CT
760
Colonial Trust
South Carolina
$313K -$31.8K -910 -9%
CSIC
761
Clifford Swan Investment Counsel
California
$312K – – –
WCA
762
Waypoint Capital Advisors
Minnesota
$312K – – –
GIA
763
Gladstone Institutional Advisory
Florida
$311K -$3.5K -100 -1%
CNB
764
Camden National Bank
Maine
$310K – – –
NRC
765
New Republic Capital
North Carolina
$308K +$6.02K +172 +2%
HKAM
766
Horizon Kinetics Asset Management
New York
$308K -$5.25K -150 -2%
FDCDDQ
767
Federation des caisses Desjardins du Quebec
Quebec, Canada
$306K +$32.5K +928 +12%
SW
768
SVB Wealth
Massachusetts
$305K -$1.05M -29,999 -77%
TCA
769
Transcend Capital Advisors
New Jersey
$304K – – –
VAG
770
VisionPoint Advisory Group
Texas
$302K -$11.7K -334 -4%
MFG
771
Merit Financial Group
Georgia
$302K -$103K -2,956 -26%
CA
772
CGN Advisors
Kansas
$302K +$1.58K +45 +0.5%
TMAM
773
Tokio Marine Asset Management
Japan
$301K – – –
AIA
774
Arbor Investment Advisors
North Carolina
$299K -$6.09K -174 -2%
LBC
775
Lowe Brockenbrough & Co
Virginia
$298K – – –
29 30
31
32 33