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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 %
SCA
776
STALEY CAPITAL ADVISERS
Pennsylvania
$380K +$72K +1,845 +23%
WCM
777
Wealthcare Capital Management
Virginia
$378K +$378K +9,682 New
SG
778
StoneX Group
New York
$377K -$163K -4,182 -30%
DG
779
DMC Group
Alabama
$376K -$3.12K -80 -0.8%
CRC
780
Catawba River Capital
South Carolina
$375K -$26.9K -689 -7%
VFA
781
Valeo Financial Advisors
Indiana
$374K -$6.83K -175 -2%
CIA
782
Choate Investment Advisors
Massachusetts
$371K – – –
WN
783
Williams & Novak
California
$371K +$371K +9,496 New
ACM
784
Ashford Capital Management
Delaware
$371K – – –
MBI
785
May Barnhard Investments
Maryland
$368K +$368K +9,420 New
BCP
786
Berkeley Capital Partners
Georgia
$367K +$13.8K +353 +4%
PS
787
Principal Securities
Iowa
$366K +$366K +9,375 New
VA
788
Valmark Advisers
Ohio
$363K +$5.54K +142 +2%
BFO
789
Boston Family Office
Massachusetts
$362K -$58.5K -1,500 -14%
MPM
790
Meritage Portfolio Management
Kansas
$359K – – –
ESB
791
Essex Savings Bank
Connecticut
$358K – – –
PGFC
792
Peapack-Gladstone Financial Corp
New Jersey
$358K – – –
Fisher Asset Management
793
Fisher Asset Management
Washington
$357K +$357K +9,147 New
EWM
794
Endowment Wealth Management
Wisconsin
$356K +$2.07K +53 +0.6%
QPWM
795
Quadrant Private Wealth Management
Pennsylvania
$355K – – –
PP
796
Patten & Patten
Tennessee
$354K +$2.62K +67 +0.7%
CSIC
797
Clifford Swan Investment Counsel
California
$353K +$4.68K +120 +1%
Betterment LLC
798
Betterment LLC
New York
$353K +$37.7K +966 +12%
TAM
799
Titleist Asset Management
Texas
$352K -$7.61K -195 -2%
BOPW
800
Brandywine Oak Private Wealth
Pennsylvania
$351K – – –
30 31
32
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