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iShares Gold Trust
IAU

1,037 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 334 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,795% more call options, than puts

Call options by funds: $143M | Put options by funds: $4.95M

70% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 70

7% more funds holding in top 10

Funds holding in top 10: 97 → 104 (+7)

2% more funds holding

Funds holding: 1,013 → 1,037 (+24)

0.35% more ownership

Funds ownership: 56.42% → 56.77% (+0.35%)

3% less capital invested

Capital invested by funds: $16.5B → $15.9B (-$530M)

8% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 363

Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
16.53%
Holding in Top 10
104
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.22%
% of All Funds
1.66%
New
119
Increased
334
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$136M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$105M
3
JP Morgan Chase
JP Morgan Chase
New York
+$87.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$81.6M
5
Morgan Stanley
Morgan Stanley
New York
+$39M

Top Sellers

Rank Fund Capital Flow
1
Temasek Holdings
Temasek Holdings
Singapore
-$251M
2
Citigroup
Citigroup
New York
-$246M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$109M
4
Jane Street
Jane Street
New York
-$86.8M
5
LSAG
Lake Street Advisors Group
New Hampshire
-$29.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
851
Lumature Wealth Partners
Georgia
$218K – – –
BCV
852
Banque Cantonale Vaudoise
Switzerland
$217K -$21.4K -595 -9%
CCFCSB
853
Cape Cod Five Cents Savings Bank
Massachusetts
$216K – – –
NAS
854
NWF Advisory Services
California
$216K +$213K +5,937 New
CWA
855
Continuum Wealth Advisors
New York
$216K -$7.61K -212 -4%
IAIM
856
International Assets Investment Management
Florida
$215K -$59.9K -1,668 -22%
CNWM
857
Clay Northam Wealth Management
California
$213K +$205K +5,711 New
VFIC
858
Valley Forge Investment Consultants
Pennsylvania
$213K +$205K +5,707 New
VFP
859
Verus Financial Partners
Virginia
$212K +$196K +5,466 New
BCP
860
Blue Chip Partners
Michigan
$212K – – –
AFG
861
Arkansas Financial Group
Arkansas
$212K +$203K +5,665 New
FAG
862
Financial Advisory Group
Texas
$212K +$203K +5,660 New
MCM
863
Manchester Capital Management
Vermont
$211K – – –
MSWMA
864
Market Street Wealth Management Advisors
Indiana
$209K +$201K +5,598 New
DT
865
Diversified Trust
Tennessee
$208K +$200K +5,578 New
SHIM
866
Stone House Investment Management
Pennsylvania
$207K +$198K +5,526 New
SWP
867
Summit Wealth Partners
Florida
$206K +$198K +5,515 New
APA
868
Astoria Portfolio Advisors
New York
$206K +$193K +5,371 New
SMH
869
Sanders Morris Harris
Texas
$205K +$197K +5,498 New
CWM
870
Centurion Wealth Management
Virginia
$205K +$197K +5,485 New
CWA
871
Centennial Wealth Advisory
Michigan
$205K +$196K +5,474 New
CD
872
Chapin Davis
Maryland
$201K +$193K +5,388 New
AWM
873
Aprio Wealth Management
Georgia
$201K +$193K +5,378 New
BMWM
874
Brown Miller Wealth Management
Virginia
$200K +$192K +5,360 New
MHR
875
Matthew Hamilton Rosenberg
$196K – – –
33 34
35
36 37

IAU Hedge Fund Activity: Q1 2023 in Review

1,037 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2023, worth a combined $15.9B — down 3.2% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new IAU positions and 70 closed out — a net gain of 49 holders — while 334 added to existing stakes and 363 trimmed.

The largest buyer was Charles Schwab, adding an estimated $136M. The largest seller was Temasek Holdings, exiting entirely with an estimated $251M sold.

  • 1,037 institutional investors held iShares Gold Trust (IAU) as of Q1 2023, up from 1,013 in Q4 2022.
  • Funds reported $15.9B of iShares Gold Trust stock for Q1 2023, down 3.2% quarter-over-quarter.
  • 119 funds opened new iShares Gold Trust positions in Q1 2023 and 70 closed out, a net change of +49 holders.
  • The largest iShares Gold Trust buyer in Q1 2023 was Charles Schwab, an estimated $136M added.
  • The largest iShares Gold Trust seller in Q1 2023 was Temasek Holdings, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.