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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 %
DWM
801
Dopkins Wealth Management
New York
$263K +$31.5K +900 +14%
WT
802
Washington Trust
Rhode Island
$263K – – –
SFP
803
Shepherd Financial Partners
Massachusetts
$263K -$312K -8,918 -54%
AI
804
Arrien Investments
Idaho
$262K – – –
MWM
805
Maripau Wealth Management
Indiana
$261K -$19K -543 -7%
BAAM
806
Baker Avenue Asset Management
California
$259K -$3.86M -110,335 -94%
TF
807
Trek Financial
Arizona
$259K -$8.05K -230 -3%
CST
808
Charles Schwab Trust
Nevada
$259K +$259K +7,393 New
TLCM
809
Twin Lakes Capital Management
California
$255K – – –
TC
810
Tacita Capital
Ontario, Canada
$254K – – –
AL
811
Aspiriant LLC
California
$252K – – –
PA
812
Procyon Advisors
Connecticut
$250K -$2.62K -75 -1%
SIA
813
Schechter Investment Advisors
Michigan
$249K – – –
TRCT
814
Tower Research Capital (TRC)
New York
$248K +$212K +6,046 +576%
MWM
815
Merriman Wealth Management
Washington
$248K -$2.27M -64,951 -90%
SW
816
Solidarity Wealth
Utah
$248K -$65.2K -1,864 -21%
OFG
817
Orcam Financial Group
California
$247K – – –
GGS
818
Galvin Gaustad & Stein
Arizona
$246K +$30.2K +862 +14%
SG
819
Sharper & Granite
California
$246K – – –
SWA
820
Strategies Wealth Advisors
Michigan
$246K -$55.3K -1,581 -18%
MGIA
821
Moneta Group Investment Advisors
Missouri
$244K -$84.9K -2,426 -26%
HFS
822
Howard Financial Services
Texas
$244K +$3.5K +100 +1%
PMFA
823
Plante Moran Financial Advisors
Michigan
$242K – – –
AWA
824
Arete Wealth Advisors
Illinois
$241K -$578K -16,529 -71%
ITIM
825
Indiana Trust & Investment Management
Indiana
$241K +$241K +6,885 New
31 32
33
34 35