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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 %
NRG
826
Nemes Rush Group
Michigan
$240K – – –
ONB
827
Old National Bancorp
Indiana
$240K -$125K -3,560 -34%
CA
828
Cambridge Advisors
Nebraska
$239K -$1.23K -35 -0.5%
MCM
829
Manchester Capital Management
Vermont
$239K +$41.3K +1,180 +21%
RWP
830
RWA Wealth Partners
Massachusetts
$238K -$134K -3,834 -36%
CAG
831
Csenge Advisory Group
Florida
$236K – – –
MCC
832
Money Concepts Capital
Florida
$235K +$235K +6,725 New
SFWA
833
Summit Financial Wealth Advisors
Louisiana
$235K – – –
WIC
834
Woodmont Investment Counsel
Tennessee
$230K – – –
CA
835
Crumly & Associates
Illinois
$230K – – –
Kovitz Investment Group Partners
836
Kovitz Investment Group Partners
Illinois
$229K – – –
SWM
837
SeaCrest Wealth Management
New York
$228K -$34.6K -988 -13%
BEAM
838
Baker Ellis Asset Management
Washington
$227K – – –
FNBSF
839
First National Bank Sioux Falls
South Dakota
$227K – – –
TAM
840
TCP Asset Management
Ohio
$227K +$2.87K +82 +1%
SPWM
841
Schrum Private Wealth Management
Florida
$224K – – –
AWM
842
Aries Wealth Management
Maine
$224K +$224K +6,165 New
CWM
843
Centurion Wealth Management
Virginia
$223K -$33.5K -958 -13%
BCV
844
Banque Cantonale Vaudoise
Switzerland
$222K – – –
CAL
845
Capital Analysts LLC
Pennsylvania
$221K -$16.7K -475 -7%
HWA
846
HHM Wealth Advisors
Tennessee
$221K – – –
VFP
847
Verus Financial Partners
Virginia
$221K -$2.41K -66 -1%
3AM
848
3EDGE Asset Management
Florida
$220K -$2.72K -79 -1%
VanEck Associates
849
VanEck Associates
New York
$219K – – –
SGI
850
Summit Global Investments
Utah
$215K -$526 -15 -0.2%
32 33
34
35 36