IAU icon

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 %
SFCL
851
Strengthening Families & Communities LLC
Massachusetts
$215K – – –
SCA
852
Sandy Cove Advisors
Massachusetts
$215K – – –
AWM
853
Alterna Wealth Management
Texas
$214K – – –
FSA
854
Franklin Street Advisors
North Carolina
$213K – – –
WEG
855
World Equity Group
Illinois
$211K -$43.8K -1,251 -17%
SIM
856
Seaview Investment Managers
Florida
$211K – – –
FWMM
857
Foundation Wealth Management (Missouri)
Missouri
$210K – – –
BBPWM
858
Blue Bell Private Wealth Management
Pennsylvania
$208K -$315 -9 -0.2%
WSWA
859
Warren Street Wealth Advisors
California
$208K -$735 -21 -0.4%
SAG
860
SageView Advisory Group
California
$206K -$43.7K -1,248 -17%
CSPIA
861
Cary Street Partners Investment Advisory
Virginia
$206K +$55.7K +1,592 +37%
CFGS
862
Concourse Financial Group Securities
Alabama
$206K -$115K -3,291 -36%
KIA
863
KCM Investment Advisors
California
$206K -$24.9K -713 -11%
HCM
864
Hollencrest Capital Management
California
$205K – – –
JC
865
JB Capital
Connecticut
$202K +$202K +5,778 New
CWA
866
Continuum Wealth Advisors
New York
$202K -$700 -20 -0.3%
APA
867
Astoria Portfolio Advisors
New York
$202K +$202K +5,371 New
OC
868
Oarsman Capital
Wisconsin
$202K +$210 +6 +0.1%
BCP
869
Blue Chip Partners
Michigan
$198K – – –
BWM
870
Baystate Wealth Management
Massachusetts
$196K -$4.13K -118 -2%
FFA
871
Farther Finance Advisors
California
$194K +$53.5K +1,528 +38%
CNBTD
872
Citizens National Bank Trust Department
Mississippi
$194K +$945 +27 +0.5%
SSB
873
Sandy Spring Bank
Maryland
$190K -$79.6K -2,276 -30%
MFC
874
Mechanics Financial Corp
Ohio
$190K – – –
CCP
875
Carmel Capital Partners
California
$184K +$179K +5,112 +3,454%
33 34
35
36 37