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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 %
CCA
851
Column Capital Advisors
Indiana
$140K – – –
MRCM
852
M&R Capital Management
New Jersey
$137K – – –
MFC
853
Mechanics Financial Corp
Ohio
$132K – – –
DWP
854
Destiny Wealth Partners
Florida
$128K – – –
USCWA
855
U.S. Capital Wealth Advisors
Texas
$121K +$121K +3,485 New
BCM
856
Bourgeon Capital Management
Connecticut
$120K – – –
GFL
857
Granite FO LLC
New Hampshire
$120K +$120K +3,565 New
HWM
858
Horizons Wealth Management
North Carolina
$119K -$5.54K -160 -4%
ZB
859
Zions Bancorporation
Utah
$115K – – –
Jones Financial Companies
860
Jones Financial Companies
Missouri
$113K +$113K +3,275 New
HNWAG
861
High Net Worth Advisory Group
Florida
$112K – – –
BHWM
862
Beaird Harris Wealth Management
Texas
$112K -$12.1K -350 -10%
TFGT
863
TS Financial Group (TSFG)
Illinois
$110K -$933 -27 -0.8%
FSWA
864
Financial Synergies Wealth Advisors
Texas
$109K – – –
GFWA
865
Grey Fox Wealth Advisors
Delaware
$107K +$107K +3,105 New
ACP
866
Arcus Capital Partners
Georgia
$104K +$104K +3,002 New
CWC
867
Carolinas Wealth Consulting
North Carolina
$104K – – –
IWP
868
IAG Wealth Partners
Wisconsin
$98.6K -$934 -27 -0.9%
EWM
869
Endurance Wealth Management
Rhode Island
$97K – – –
KFS
870
Kelly Financial Services
Massachusetts
$96.2K -$6.19K -179 -6%
FP
871
Financial Perspectives
Minnesota
$95.2K – – –
MTIC
872
Missouri Trust & Investment Company
Missouri
$95K – – –
SSB
873
Sandy Spring Bank
Maryland
$90K -$64.6K -1,869 -42%
FWM
874
Focused Wealth Management
New York
$82.3K +$11.6K +336 +16%
CIR
875
Clear Investment Research
Georgia
$82K +$37.7K +1,083 +85%
33 34
35
36 37