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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 %
HCM
776
Hollencrest Capital Management
California
$263K – – –
IAIM
777
International Assets Investment Management
Florida
$257K +$17.7K +512 +7%
VW
778
Vance Wealth
California
$256K -$77.2K -2,231 -23%
CAL
779
Capital Analysts LLC
Pennsylvania
$255K +$41.7K +1,206 +20%
BCA
780
Bay Colony Advisors
Massachusetts
$255K -$1.21M -35,115 -83%
TLCM
781
Twin Lakes Capital Management
California
$252K – – –
BWL
782
Bogart Wealth LLC
Virginia
$252K – – –
TC
783
Tacita Capital
Ontario, Canada
$251K – – –
AL
784
Aspiriant LLC
California
$250K -$969 -28 -0.4%
RIA
785
Regal Investment Advisors
Michigan
$250K +$13.4K +387 +6%
DWM
786
Dopkins Wealth Management
New York
$249K – – –
AIA
787
Arbor Investment Advisors
North Carolina
$248K -$11.9K -344 -5%
FFG
788
Ford Financial Group
California
$247K -$10.7K -310 -4%
SIA
789
Schechter Investment Advisors
Michigan
$246K – – –
1832 Asset Management
790
1832 Asset Management
Ontario, Canada
$245K -$26.8M -774,924 -99%
AWE
791
Avidian Wealth Enterprises
Texas
$241K +$1.97K +57 +0.8%
JAG
792
Journey Advisory Group
Kentucky
$241K -$8.65K -250 -3%
CA
793
Cambridge Advisors
Nebraska
$240K – – –
GGS
794
Galvin Gaustad & Stein
Arizona
$238K -$5.78K -167 -2%
SC
795
Savant Capital
Illinois
$238K +$38K +1,211 +19%
TFA
796
Triad Financial Advisors
North Carolina
$236K +$236K +6,826 New
I2I
797
Insight 2811 Inc
Illinois
$236K – – –
TCM
798
Telos Capital Management
California
$230K +$230K +6,659 New
PAS
799
Park Avenue Securities
New York
$228K -$14.8K -427 -6%
WIC
800
Woodmont Investment Counsel
Tennessee
$225K – – –
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32
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