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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 %
CLOS
776
Compagnie Lombard Odier SCmA
Switzerland
$300K – – –
TCM
777
Telos Capital Management
California
$300K +$50.7K +1,356 +20%
WCA
778
Westover Capital Advisors
Delaware
$299K +$299K +8,004 New
FCCM
779
First City Capital Management
Georgia
$297K -$9.69K -257 -3%
SCA
780
STALEY CAPITAL ADVISERS
Pennsylvania
$295K – – –
PWPS
781
Pinnacle Wealth Planning Services
Ohio
$295K -$114K -3,041 -28%
FI
782
Financial Insights
Washington
$294K +$294K +7,868 New
CA
783
CGN Advisors
Kansas
$291K -$22.2K -594 -7%
SHWM
784
Smith & Howard Wealth Management
Georgia
$290K – – –
BWL
785
Bogart Wealth LLC
Virginia
$285K +$13.7K +366 +5%
FAB
786
First American Bank
Illinois
$285K – – –
HCM
787
Hollencrest Capital Management
California
$284K – – –
WT
788
Washington Trust
Rhode Island
$283K -$8.41K -225 -3%
Fifth Third Bancorp
789
Fifth Third Bancorp
Ohio
$283K -$10.5K -282 -4%
SWM
790
SeaCrest Wealth Management
New York
$281K +$281K +7,514 New
AI
791
Arrien Investments
Idaho
$280K +$280K +7,500 New
KIA
792
KCM Investment Advisors
California
$279K -$58.9K -1,577 -17%
JAG
793
Journey Advisory Group
Kentucky
$279K +$18.7K +500 +7%
SWMG
794
Signature Wealth Management Group
Georgia
$278K +$278K +7,435 New
SG
795
Sharper & Granite
California
$277K -$43.3K -1,160 -14%
VAG
796
VisionPoint Advisory Group
Texas
$275K +$275K +7,065 New
BCA
797
Bay Colony Advisors
Massachusetts
$274K -$2.37K -63 -0.9%
DSN
798
D. Scott Neal
Kentucky
$273K +$273K +7,292 New
TLCM
799
Twin Lakes Capital Management
California
$272K – – –
AL
800
Aspiriant LLC
California
$271K +$934 +25 +0.3%
30 31
32
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