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 %
First Eagle Investment Management
926
First Eagle Investment Management
New York
$58.2K -$26.6K -750 -31%
MWM
927
Mascoma Wealth Management
New Hampshire
$57.5K – – –
AWM
928
Avondale Wealth Management
Texas
$56.3K +$56.3K +1,608 New
PO
929
Private Ocean
California
$53.4K -$85.9K -2,456 -62%
AWM
930
Atticus Wealth Management
Florida
$52.5K – – –
MFA
931
McClarren Financial Advisors
Pennsylvania
$52K – – –
BC
932
Bartlett & Co
Ohio
$52K +$6.74K +191 +15%
BCWM
933
Bartlett & Co Wealth Management
Ohio
$51.5K +$6.68K +191 +15%
CHA
934
Carmichael Hill & Associates
Maryland
$51.2K -$17.5K -500 -25%
CFD
935
Creative Financial Designs
Indiana
$50.7K – – –
HGERS
936
Householder Group Estate & Retirement Specialist
Arizona
$50.5K +$50.5K +1,444 New
FFC
937
First Financial Corp
Indiana
$50K +$50K +1,430 New
TWP
938
TFO Wealth Partners
Ohio
$49.1K – – –
RMC
939
Resources Management Corp
Connecticut
$46K – – –
OC
940
Oakworth Capital
Alabama
$44.4K +$4.72K +135 +12%
MTIC
941
Missouri Trust & Investment Company
Missouri
$41.7K – – –
UFF
942
USA Financial Formulas
Michigan
$39.2K -$13.5K -386 -26%
RFA
943
Resurgent Financial Advisors
Georgia
$38.5K – – –
MA
944
MCF Advisors
Kentucky
$37.7K +$7.21K +206 +24%
FAM
945
Flaharty Asset Management
Florida
$37.5K +$37.5K +1,072 New
ZB
946
Zions Bancorporation
Utah
$37.4K – – –
ME
947
McIlrath & Eck
Washington
$37.3K +$2.52K +72 +7%
AWM
948
AllSquare Wealth Management
New York
$36.6K – – –
CPG
949
Cornerstone Planning Group
New Jersey
$36.1K – – –
HWP
950
Hibernia Wealth Partners
Louisiana
$35.8K +$35.8K +1,022 New
36 37
38
39 40