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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 %
ANBT
951
American National Bank & Trust
Texas
$14K – – –
SA
952
SRH Advisors
Kansas
$14K – – –
ACM
953
Antonetti Capital Management
Florida
$13.8K – – –
MS
954
Madden Securities
Texas
$13.8K +$13.8K +400 New
MGI
955
MayTech Global Investments
New York
$13.5K +$13.5K +390 New
CAL
956
Capital Advisors Ltd
Ohio
$13K – – –
OSNBOA
957
Old Second National Bank of Aurora
Illinois
$13K – – –
NF
958
Norwood Financial
Pennsylvania
$11.7K – – –
CCM
959
Cribstone Capital Management
Maine
$11.6K – – –
HI
960
Hoey Investments
Pennsylvania
$10.8K – – –
CB
961
Centennial Bank
Arkansas
$10.4K +$10.4K +300 New
MSFP
962
Mark Sheptoff Financial Planning
Connecticut
$10.4K +$10.4K +300 New
SCA
963
Stonebridge Capital Advisors
Minnesota
$9.86K – – –
CWM
964
Compass Wealth Management
Connecticut
$9.86K +$9.86K +285 New
WAM
965
Worth Asset Management
Texas
$8.65K – – –
TWA
966
TCI Wealth Advisors
Arizona
$8.37K +$8.37K +242 New
WIM
967
Westside Investment Management
California
$7.76K -$477 -1,400 -6%
AIC
968
Archer Investment Corporation
Indiana
$7.68K – – –
BONH
969
Bank of New Hampshire
New Hampshire
$6K – – –
FMP
970
Financial Management Professionals
Texas
$6K +$3K +83 +100%
PPC
971
Park Place Capital
Alabama
$6K +$6K +173 New
SWA
972
SOA Wealth Advisors
New York
$5.85K – – –
CAS
973
Coppell Advisory Solutions
Texas
$5.71K +$5.71K +165 New
CASC
974
Coppell Advisory Solutions Corp
Texas
$5.71K +$5.71K +165 New
IWMA
975
Ironwood Wealth Management (Arizona)
Arizona
$5.64K -$1.07K -31 -16%
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