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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
1
UBS Group
Switzerland
$298M
2
Cerity Partners
2
Cerity Partners
New York
$88.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$183M
5
ET
5
Equitable Trust
Tennessee
$69.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.62B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$921M
3
Jane Street
3
Jane Street
New York
$86.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$14.8M
5
Bank of America
5
Bank of America
North Carolina
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
901
Rise Advisors
New York
$41.9K -$865 -25 -2%
RBC
902
Romano Brothers & Co
Illinois
$41.3K +$41.3K +1,194 New
NFSG
903
Newbridge Financial Services Group
Florida
$39.7K +$1.25K +36 +3%
OC
904
Oakworth Capital
Alabama
$39.2K – – –
MCI
905
MRP Capital Investments
Georgia
$37.1K +$37.1K +1,074 New
AWM
906
AllSquare Wealth Management
New York
$36.1K – – –
FA
907
Fiduciary Alliance
South Carolina
$36K +$36K +1,042 New
ME
908
McIlrath & Eck
Washington
$35.7K -$21.6K -625 -38%
PVH
909
Psagot Value Holdings
Israel
$35K – – –
MA
910
Montag & Associates
Georgia
$34.6K – – –
BC
911
Barrett & Company
Rhode Island
$34.6K – – –
AWM
912
Accurate Wealth Management
Florida
$33.4K +$33.4K +938 New
OIA
913
Optimum Investment Advisors
Illinois
$32.9K -$5.19K -150 -14%
CSPAM
914
Cary Street Partners Asset Management
Virginia
$32.6K – – –
GFPC
915
Global Financial Private Client
Florida
$32.3K – – –
BAM
916
Bellevue Asset Management
Washington
$32.2K – – –
HCP
917
Hexagon Capital Partners
Arkansas
$32.1K +$13.6K +393 +73%
VNA
918
Valley National Advisers
Pennsylvania
$32K -$6.83K -192 -18%
FFL
919
Financial Freedom LLC
Ohio
$30.3K +$30.3K +875 New
MA
920
MCF Advisors
Kentucky
$30.1K +$969 +28 +3%
CFFP
921
Center for Financial Planning
Michigan
$29.5K – – –
PPWM
922
PFG Private Wealth Management
Florida
$29K – – –
CFB
923
Cullen/Frost Bankers
Texas
$27.4K -$50.2K -1,450 -65%
CPG
924
Cornerstone Planning Group
New Jersey
$27K +$27K +736 New
CG
925
Cutler Group
California
$27K -$177K -5,250 -87%
35 36
37
38 39