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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 %
BEAM
801
Baker Ellis Asset Management
Washington
$225K – – –
MKA
802
M. Kulyk & Associates
Georgia
$224K – – –
PIA
803
Panoramic Investment Advisors
Colorado
$224K +$224K +6,480 New
BMCM
804
Bryn Mawr Capital Management
Pennsylvania
$223K +$223K +6,441 New
SPWM
805
Schrum Private Wealth Management
Florida
$222K – – –
BCV
806
Banque Cantonale Vaudoise
Switzerland
$221K -$76K -2,200 -26%
IWA
807
Inspirion Wealth Advisors
Illinois
$217K +$217K +6,275 New
3AM
808
3EDGE Asset Management
Florida
$217K +$217K +6,266 New
VanEck Associates
809
VanEck Associates
New York
$216K – – –
PP
810
Patron Partners
Texas
$215K +$215K +6,214 New
TAM
811
TCP Asset Management
Ohio
$213K +$213K +6,156 New
PFGIA
812
Patriot Financial Group Insurance Agency
Massachusetts
$213K -$16.5K -477 -7%
LRIA
813
Leonard Rickey Investment Advisors
Washington
$213K +$213K +6,152 New
MAM
814
Milestone Asset Management
Pennsylvania
$211K +$211K +5,765 New
FSA
815
Franklin Street Advisors
North Carolina
$211K +$211K +6,090 New
ML
816
McAdam LLC
Pennsylvania
$210K -$1.57M -45,054 -88%
AIP
817
Almanack Investment Partners
Pennsylvania
$209K -$3.53M -102,096 -94%
SIG
818
Spinnaker Investment Group
California
$209K +$209K +6,037 New
LFAS
819
Level Four Advisory Services
Texas
$209K -$27.3K -789 -12%
CWA
820
Continuum Wealth Advisors
New York
$207K +$207K +5,991 New
P
821
Pitcairn
Pennsylvania
$207K +$207K +5,976 New
HFS
822
Howard Financial Services
Texas
$206K +$206K +5,966 New
BBPWM
823
Blue Bell Private Wealth Management
Pennsylvania
$206K – – –
AWM
824
Alterna Wealth Management
Texas
$205K +$205K +5,939 New
WSWA
825
Warren Street Wealth Advisors
California
$204K +$204K +5,901 New
31 32
33
34 35