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iShares Gold Trust
IAU

Overview Fund Activity

1,140 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 317 increasing their positions, 429 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+109
Holders Change %
+10.57%
% of All Funds
16.71%
Holding in Top 10
108
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.2%
% of All Funds
1.58%
New
170
Increased
317
Reduced
429
Closed
49
Calls
$268M
Puts
$523M
Net Calls
-$255M
Net Calls Change
-$132M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$830M
2
Charles Schwab
Charles Schwab
California
+$164M
3
Jane Street
Jane Street
New York
+$95M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$79.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$47.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$65.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$31.3M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$28.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.5M
5
Bank of America
Bank of America
North Carolina
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
926
Oarsman Capital
Wisconsin
$219K -$6.09K -156 -3%
BWA
927
BlueChip Wealth Advisors
Georgia
$219K +$219K +5,602 New
BWM
928
Baystate Wealth Management
Massachusetts
$218K – – –
SWP
929
Summit Wealth Partners
Florida
$217K +$217K +5,554 New
DT
930
Diversified Trust
Tennessee
$216K +$216K +5,543 New
CD
931
Chapin Davis
Maryland
$214K +$214K +5,492 New
FFO
932
Fortitude Family Office
Arizona
$214K +$214K +5,477 New
ACM
933
Advance Capital Management
Michigan
$213K +$213K +5,470 New
APA
934
Astoria Portfolio Advisors
New York
$212K +$5.47K +142 +3%
MFC
935
Mechanics Financial Corp
Ohio
$212K – – –
PSC
936
Prentiss Smith & Co
Vermont
$211K +$211K +5,414 New
GT
937
Greenleaf Trust
Michigan
$209K +$209K +5,366 New
BCM
938
BluePointe Capital Management
California
$208K +$208K +5,340 New
MWM
939
Merriman Wealth Management
Washington
$208K -$68.7K -1,761 -25%
GM
940
GeoWealth Management
Illinois
$208K -$203K -5,202 -49%
WBC
941
West Branch Capital
Massachusetts
$206K +$11.1K +285 +6%
MHR
942
Matthew Hamilton Rosenberg
$205K – – –
FFO
943
Fiduciary Family Office
Florida
$205K +$205K +5,249 New
IWS
944
Integrity Wealth Solutions
Colorado
$203K +$203K +5,211 New
CAC
945
Certified Advisory Corp
Florida
$203K +$203K +5,210 New
SW
946
SVB Wealth
Massachusetts
$203K -$137K -3,518 -40%
IAG
947
Investment Advisory Group
Massachusetts
$203K +$203K +5,193 New
EFP
948
Envision Financial Planning
Tennessee
$203K +$203K +5,192 New
SIM
949
Seaview Investment Managers
Florida
$200K -$34.7K -888 -15%
T
950
Tidemark
California
$199K +$199K +5,100 New
36 37
38
39 40