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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 %
TC
801
Tacita Capital
Ontario, Canada
$271K – – –
LNWWM
802
Laird Norton Wetherby Wealth Management
California
$271K +$54.1K +1,448 +25%
AWE
803
Avidian Wealth Enterprises
Texas
$271K +$10.4K +278 +4%
PA
804
Procyon Advisors
Connecticut
$270K +$270K +7,226 New
DWM
805
Dopkins Wealth Management
New York
$270K – – –
OC
806
Oarsman Capital
Wisconsin
$267K -$47.2K -1,262 -15%
SIA
807
Schechter Investment Advisors
Michigan
$266K – – –
Millennium Management
808
Millennium Management
New York
$261K +$261K +6,992 New
CA
809
Cambridge Advisors
Nebraska
$259K – – –
PMFA
810
Plante Moran Financial Advisors
Michigan
$259K -$158K -4,225 -38%
Group One Trading
811
Group One Trading
Illinois
$256K -$325K -8,698 -56%
CAL
812
Capital Analysts LLC
Pennsylvania
$253K -$22.9K -614 -8%
SHWM
813
Silicon Hills Wealth Management
Texas
$253K -$208K -5,565 -45%
CCWM
814
Cassaday & Co Wealth Management
Virginia
$252K +$252K +6,742 New
WIC
815
Woodmont Investment Counsel
Tennessee
$246K +$1.94K +52 +0.8%
CA
816
Crumly & Associates
Illinois
$245K +$245K +6,560 New
BEAM
817
Baker Ellis Asset Management
Washington
$243K – – –
FNBSF
818
First National Bank Sioux Falls
South Dakota
$243K +$243K +6,500 New
MKA
819
M. Kulyk & Associates
Georgia
$242K – – –
BMCM
820
Bryn Mawr Capital Management
Pennsylvania
$241K – – –
IF
821
Integrity Financial
Wyoming
$240K +$240K +6,423 New
SPWM
822
Schrum Private Wealth Management
Florida
$240K – – –
TAM
823
TCP Asset Management
Ohio
$239K +$8.93K +239 +4%
LB
824
Leo Brokerage
Texas
$238K +$238K +6,375 New
I2I
825
Insight 2811 Inc
Illinois
$236K -$18.7K -500 -7%
31 32
33
34 35