IAU icon

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 %
RFA
876
Resurgent Financial Advisors
Georgia
$79.6K +$79.6K +2,301 New
SIC
877
Salem Investment Counselors
North Carolina
$74.2K +$17.7K +511 +31%
JWA
878
JFS Wealth Advisors
Pennsylvania
$74.1K +$68.4K +1,977 +1,191%
BCM
879
Blume Capital Management
California
$69.2K – – –
GWM
880
Geneos Wealth Management
Colorado
$69K +$23.2K +671 +51%
CHA
881
Carmichael Hill & Associates
Maryland
$67.9K – – –
CBT
882
Central Bank & Trust
Kentucky
$64.1K – – –
SC
883
Stephens Consulting
Michigan
$61.5K -$553 -16 -0.9%
CWP
884
Concord Wealth Partners
Virginia
$59.8K +$59.8K +1,730 New
JEST
885
JTC Employer Solutions Trustee
Jersey
$59K – – –
CFO
886
CVA Family Office
Colorado
$54.1K – – –
AWM
887
Accel Wealth Management
Iowa
$53.6K +$3.18K +92 +6%
TFS
888
TrustCore Financial Services
Tennessee
$53K – – –
PO
889
Private Ocean
California
$52.8K – – –
AWM
890
Atticus Wealth Management
Florida
$51.9K – – –
MFA
891
McClarren Financial Advisors
Pennsylvania
$51K – – –
C
892
Covestor
United Kingdom
$50K +$48.6K +1,411 +3,441%
EI
893
Ellevest Inc
New York
$48K +$20.3K +587 +73%
NHT
894
New Hampshire Trust
New Hampshire
$46.6K +$46.6K +1,347 New
MWM
895
Mascoma Wealth Management
New Hampshire
$45K – – –
CA
896
Crewe Advisors
Utah
$44.5K +$32.7K +946 +278%
BCWM
897
Bartlett & Co Wealth Management
Ohio
$44.3K -$33.1K -956 -43%
BC
898
Bartlett & Co
Ohio
$44K -$32.8K -956 -43%
RG
899
Retirement Group
California
$44K +$24.7K +722 +128%
WHG
900
Westwood Holdings Group
Texas
$42K +$42K +1,209 New
34 35
36
37 38