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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 %
HW
751
Hancock Whitney
Mississippi
$430K -$185K -4,741 -30%
WPA
752
West Paces Advisors
Georgia
$430K – – –
TWM
753
Tradition Wealth Management
Minnesota
$426K +$23.5K +603 +6%
CPA
754
Capital Planning Advisors
California
$426K -$17K -435 -4%
S
755
Sachetta
Massachusetts
$418K +$418K +10,715 New
PI
756
PFG Investments
New York
$417K +$19.5K +500 +5%
VCM
757
Viewpoint Capital Management
Washington
$415K – – –
EWM
758
EPG Wealth Management
Georgia
$415K – – –
PFA
759
Petra Financial Advisors
Colorado
$414K – – –
TFA
760
Teamwork Financial Advisors
Texas
$412K -$1.94M -49,786 -83%
LFAS
761
Level Four Advisory Services
Texas
$411K -$45.6K -1,168 -10%
BWM
762
Birchcreek Wealth Management
Ohio
$410K -$255K -6,544 -38%
AWA
763
Arete Wealth Advisors
Illinois
$400K +$132K +3,370 +49%
SEIA
764
Signature Estate & Investment Advisors
California
$397K -$4.88K -125 -1%
IWA
765
Inspirion Wealth Advisors
Illinois
$397K +$1.56K +40 +0.4%
BMA
766
Brooks Moore & Associates
Tennessee
$394K – – –
TYCC
767
Texas Yale Capital Corp
Florida
$391K – – –
HCM
768
Hengehold Capital Management
Ohio
$390K – – –
PFA
769
Pettinga Financial Advisors
Indiana
$390K -$552K -14,141 -59%
IIC
770
Integrated Investment Consultants
Michigan
$387K – – –
CBT
771
Central Bank & Trust
Kentucky
$386K +$313K +8,028 +433%
SFP
772
Shepherd Financial Partners
Massachusetts
$385K +$92.3K +2,364 +31%
PIA
773
Perennial Investment Advisors
California
$384K – – –
LNWWM
774
Laird Norton Wetherby Wealth Management
California
$382K +$85.7K +2,197 +29%
SHWM
775
Smith & Howard Wealth Management
Georgia
$380K – – –
29 30
31
32 33