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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 %
SEA
776
Stegent Equity Advisors
Texas
$297K -$1.16K -33 -0.4%
USCWA
777
U.S. Capital Wealth Advisors
Texas
$294K +$48.4K +1,383 +20%
FWM
778
FFT Wealth Management
Pennsylvania
$292K – – –
DCM
779
DGS Capital Management
New Jersey
$290K -$7.38K -211 -2%
WCA
780
Westover Capital Advisors
Delaware
$288K -$19.9K -570 -6%
LCM
781
Lazari Capital Management
California
$288K – – –
FTC
782
Farmers Trust Company
Ohio
$286K -$3.78K -108 -1%
OCM
783
Orion Capital Management
California
$285K -$70K -2,000 -20%
FPB
784
First PREMIER Bank
South Dakota
$283K – – –
Betterment LLC
785
Betterment LLC
New York
$283K +$18.4K +526 +7%
EWA
786
Evolution Wealth Advisors
Florida
$283K -$3.85K -110 -1%
AFG
787
Arkansas Financial Group
Arkansas
$282K +$282K +8,048 New
NW
788
NewEdge Wealth
Pennsylvania
$281K -$528K -15,090 -65%
TSWM
789
Tyler-Stone Wealth Management
Ohio
$280K – – –
SIMG
790
Sonora Investment Management Group
Arizona
$279K +$279K +7,974 New
LFG
791
Larson Financial Group
Missouri
$278K -$25.2K -721 -8%
GDP
792
Great Diamond Partners
Maine
$276K -$18.9K -540 -6%
SCA
793
STALEY CAPITAL ADVISERS
Pennsylvania
$276K -$490 -14 -0.2%
FCCM
794
First City Capital Management
Georgia
$275K – – –
JAG
795
Journey Advisory Group
Kentucky
$272K +$10.5K +300 +4%
PWMAG
796
Pinnacle Wealth Management Advisory Group
New Jersey
$270K -$51.3K -1,467 -16%
BWL
797
Bogart Wealth LLC
Virginia
$267K – – –
FAB
798
First American Bank
Illinois
$267K – – –
LNWWM
799
Laird Norton Wetherby Wealth Management
California
$266K -$256K -7,326 -49%
FC
800
FCA Corp
Texas
$264K -$126K -3,600 -32%
30 31
32
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