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 %
NCM
901
Northwest Capital Management
Oregon
$87.6K – – –
SWM
902
Sugarloaf Wealth Management
Georgia
$87.5K -$82.5K -2,358 -49%
IWP
903
IAG Wealth Partners
Wisconsin
$86.4K -$10.1K -290 -11%
MRCM
904
M&R Capital Management
New Jersey
$85.7K – – –
CA
905
Crewe Advisors
Utah
$83K – – –
NSG
906
Nalls Sherbakoff Group
Tennessee
$82.2K – – –
SIS
907
Sound Income Strategies
Florida
$79.1K +$79.1K +2,260 New
CB
908
CNB Bank
Pennsylvania
$75.2K +$75.2K +2,149 New
JWA
909
JFS Wealth Advisors
Pennsylvania
$75K – – –
SIC
910
Salem Investment Counselors
North Carolina
$73.1K -$595 -17 -0.8%
CIR
911
Clear Investment Research
Georgia
$72.4K -$1.51K -43 -2%
HT
912
Headlands Technologies
Illinois
$72.4K +$72.4K +2,070 New
CWP
913
Concord Wealth Partners
Virginia
$72.1K -$385 -11 -0.5%
IPW
914
Impact Partnership Wealth
Georgia
$71.4K +$69.5K +1,985 +3,609%
FWM
915
Focused Wealth Management
New York
$71.1K – – –
RG
916
Retirement Group
California
$70K – – –
CBT
917
Central Bank & Trust
Kentucky
$64.9K – – –
SHIM
918
Stone House Investment Management
Pennsylvania
$64.3K -$226K -6,458 -78%
CAL
919
Capital Advisors Ltd
Ohio
$63K – – –
NFSG
920
Newbridge Financial Services Group
Florida
$62.9K – – –
IUHSA
921
Itau Unibanco Holding S.A.
Brazil
$62.9K -$55.4K -1,583 -47%
TCOV
922
Trust Company of Vermont
Vermont
$61.9K +$61.9K +1,769 New
HL
923
HeadInvest LLC
Maine
$61.2K +$61.2K +1,766 New
SC
924
SouthState Corp
Florida
$59.4K +$56.9K +1,627 +2,292%
JEST
925
JTC Employer Solutions Trustee
Jersey
$59K – – –
35 36
37
38 39