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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 %
MHR
876
Matthew Hamilton Rosenberg
$184K – – –
WBC
877
West Branch Capital
Massachusetts
$175K – – –
JFGIW
878
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$175K +$159K +4,542 +1,003%
CTA
879
Colonial Trust Advisors
South Carolina
$174K -$315 -9 -0.2%
BCM
880
Bourgeon Capital Management
Connecticut
$170K +$33.9K +970 +25%
POIA
881
Pin Oak Investment Advisors
Texas
$162K – – –
HIA
882
Harbor Investment Advisory
Maryland
$162K – – –
GC
883
Gould Capital
Washington
$159K – – –
CCA
884
Column Capital Advisors
Indiana
$141K – – –
BHWM
885
Beaird Harris Wealth Management
Texas
$134K +$19.2K +548 +17%
Fifth Third Bancorp
886
Fifth Third Bancorp
Ohio
$129K -$52.6K -1,503 -29%
WWP
887
WR Wealth Planners
Missouri
$128K -$35.8K -1,023 -22%
GFL
888
Granite FO LLC
New Hampshire
$125K – – –
CWC
889
Carolinas Wealth Consulting
North Carolina
$113K – – –
FSWA
890
Financial Synergies Wealth Advisors
Texas
$111K – – –
TFGT
891
TS Financial Group (TSFG)
Illinois
$111K +$802 +23 +0.7%
FPF
892
First Pacific Financial
Washington
$107K -$35.5K -1,015 -25%
KFS
893
Kelly Financial Services
Massachusetts
$105K +$12.3K +351 +13%
AAG
894
Armstrong Advisory Group
Massachusetts
$105K -$19.5K -556 -16%
AIM
895
Acropolis Investment Management
Missouri
$101K – – –
SC
896
Stephens Consulting
Michigan
$97.3K -$56.2K -1,606 -37%
GWM
897
Geneos Wealth Management
Colorado
$96.9K +$46.6K +1,331 +93%
CSC
898
Caldwell Sutter Capital
California
$96.4K – – –
FP
899
Financial Perspectives
Minnesota
$96.3K – – –
HWM
900
Horizons Wealth Management
North Carolina
$95.3K -$4.72K -135 -5%
34 35
36
37 38