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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
$298M
2
Cerity Partners
Cerity Partners
New York
$88.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$159M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$183M
5
ET
Equitable Trust
Tennessee
$69.7M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$1.62B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$921M
3
Jane Street
Jane Street
New York
$86.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$14.8M
5
Bank of America
Bank of America
North Carolina
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
826
Advance Capital Management
Michigan
$204K +$204K +5,896 New
LWP
827
Lumature Wealth Partners
Georgia
$201K – – –
LNWWM
828
Laird Norton Wetherby Wealth Management
California
$200K +$200K +5,796 New
CCFCSB
829
Cape Cod Five Cents Savings Bank
Massachusetts
$200K -$181K -5,227 -47%
BAAM
830
Baker Avenue Asset Management
California
$197K -$127K -3,683 -39%
BCP
831
Blue Chip Partners
Michigan
$196K +$196K +5,665 New
MCM
832
Manchester Capital Management
Vermont
$195K -$3.46K -100 -2%
First Eagle Investment Management
833
First Eagle Investment Management
New York
$192K +$59.4K +1,726 +45%
HWMA
834
Heritage Wealth Management (Arizona)
Arizona
$189K +$68.7K +1,987 +57%
AAG
835
Armstrong Advisory Group
Massachusetts
$182K +$182K +5,257 New
MHR
836
Matthew Hamilton Rosenberg
$182K – – –
WBC
837
West Branch Capital
Massachusetts
$173K – – –
BWM
838
Baystate Wealth Management
Massachusetts
$172K -$7.45K -215 -4%
CTA
839
Colonial Trust Advisors
South Carolina
$172K – – –
SWM
840
Sugarloaf Wealth Management
Georgia
$168K -$56.8K -1,642 -25%
WOSD
841
WFA of San Diego
California
$166K +$166K +4,810 New
HIA
842
Harbor Investment Advisory
Maryland
$160K -$15.6K -450 -9%
RCC
843
Red Cedar Capital
Nebraska
$160K – – –
POIA
844
Pin Oak Investment Advisors
Texas
$160K – – –
GC
845
Gould Capital
Washington
$159K -$311 -9 -0.2%
CSPIA
846
Cary Street Partners Investment Advisory
Virginia
$156K +$156K +4,508 New
SBL
847
Sargent Bickham Lagudis
Colorado
$151K -$6.43K -186 -4%
IUHSA
848
Itau Unibanco Holding S.A.
Brazil
$148K -$8.61K -250 -5%
FFA
849
Farther Finance Advisors
California
$144K +$144K +4,176 New
CFD
850
Creative Financial Designs
Indiana
$141K +$6.64K +192 +5%
32 33
34
35 36