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iShares Gold Trust
IAU

1,037 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 334 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,795% more call options, than puts

Call options by funds: $143M | Put options by funds: $4.95M

70% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 70

7% more funds holding in top 10

Funds holding in top 10: 97 → 104 (+7)

2% more funds holding

Funds holding: 1,013 → 1,037 (+24)

0.35% more ownership

Funds ownership: 56.42% → 56.77% (+0.35%)

3% less capital invested

Capital invested by funds: $16.5B → $15.9B (-$530M)

8% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 363

Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
16.53%
Holding in Top 10
104
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.22%
% of All Funds
1.66%
New
119
Increased
334
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$136M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$105M
3
JP Morgan Chase
JP Morgan Chase
New York
+$87.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$81.6M
5
Morgan Stanley
Morgan Stanley
New York
+$39M

Top Sellers

Rank Fund Capital Flow
1
Temasek Holdings
Temasek Holdings
Singapore
-$251M
2
Citigroup
Citigroup
New York
-$246M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$109M
4
Jane Street
Jane Street
New York
-$86.8M
5
LSAG
Lake Street Advisors Group
New Hampshire
-$29.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
DSN
801
D. Scott Neal
Kentucky
$273K +$262K +7,292 New
TLCM
802
Twin Lakes Capital Management
California
$272K – – –
AL
803
Aspiriant LLC
California
$271K +$897 +25 +0.3%
TC
804
Tacita Capital
Ontario, Canada
$271K – – –
LNWWM
805
Laird Norton Wetherby Wealth Management
California
$271K +$52K +1,448 +25%
AWE
806
Avidian Wealth Enterprises
Texas
$271K +$9.98K +278 +4%
PA
807
Procyon Advisors
Connecticut
$270K +$259K +7,226 New
DWM
808
Dopkins Wealth Management
New York
$270K – – –
OC
809
Oarsman Capital
Wisconsin
$267K -$45.3K -1,262 -15%
SIA
810
Schechter Investment Advisors
Michigan
$266K – – –
Millennium Management
811
Millennium Management
New York
$261K +$251K +6,992 New
CA
812
Cambridge Advisors
Nebraska
$259K – – –
PMFA
813
Plante Moran Financial Advisors
Michigan
$259K -$152K -4,225 -38%
Group One Trading
814
Group One Trading
Illinois
$256K -$312K -8,698 -56%
CAL
815
Capital Analysts LLC
Pennsylvania
$253K -$22K -614 -8%
SHWM
816
Silicon Hills Wealth Management
Texas
$253K -$200K -5,565 -45%
CCWM
817
Cassaday & Co Wealth Management
Virginia
$252K +$242K +6,742 New
WIC
818
Woodmont Investment Counsel
Tennessee
$246K +$1.87K +52 +0.8%
CA
819
Crumly & Associates
Illinois
$245K +$235K +6,560 New
BEAM
820
Baker Ellis Asset Management
Washington
$243K – – –
FNBSF
821
First National Bank Sioux Falls
South Dakota
$243K +$233K +6,500 New
MKA
822
M. Kulyk & Associates
Georgia
$242K – – –
BMCM
823
Bryn Mawr Capital Management
Pennsylvania
$241K – – –
IF
824
Integrity Financial
Wyoming
$240K +$231K +6,423 New
SPWM
825
Schrum Private Wealth Management
Florida
$240K – – –
31 32
33
34 35

IAU Hedge Fund Activity: Q1 2023 in Review

1,037 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2023, worth a combined $15.9B — down 3.2% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new IAU positions and 70 closed out — a net gain of 49 holders — while 334 added to existing stakes and 363 trimmed.

The largest buyer was Charles Schwab, adding an estimated $136M. The largest seller was Temasek Holdings, exiting entirely with an estimated $251M sold.

  • 1,037 institutional investors held iShares Gold Trust (IAU) as of Q1 2023, up from 1,013 in Q4 2022.
  • Funds reported $15.9B of iShares Gold Trust stock for Q1 2023, down 3.2% quarter-over-quarter.
  • 119 funds opened new iShares Gold Trust positions in Q1 2023 and 70 closed out, a net change of +49 holders.
  • The largest iShares Gold Trust buyer in Q1 2023 was Charles Schwab, an estimated $136M added.
  • The largest iShares Gold Trust seller in Q1 2023 was Temasek Holdings, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.