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iShares Gold Trust
IAU

Overview Fund Activity

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$221M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$126M
3
GCWM
3
Graham Capital Wealth Management
District of Columbia
$113M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$289M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.52B

Top Sellers

1
Citigroup
1
Citigroup
New York
$21.7M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$922M
4
Jane Street
4
Jane Street
New York
$3.47M
5
LSAG
5
Lake Street Advisors Group
New Hampshire
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPAM
951
Cary Street Partners Asset Management
Virginia
$35.2K – – –
GFPC
952
Global Financial Private Client
Florida
$35.2K – – –
BAM
953
Bellevue Asset Management
Washington
$34.8K – – –
EI
954
Ellevest Inc
New York
$34.2K -$17.6K -471 -34%
VNA
955
Valley National Advisers
Pennsylvania
$34K – – –
HCP
956
Hexagon Capital Partners
Arkansas
$33.5K -$1.2K -32 -3%
TFA
957
Transamerica Financial Advisors
Florida
$33K -$2.42M -64,342 -99%
FFL
958
Financial Freedom LLC
Ohio
$32.7K – – –
MA
959
MCF Advisors
Kentucky
$32.6K – – –
CFFP
960
Center for Financial Planning
Michigan
$31.8K – – –
PPWM
961
PFG Private Wealth Management
Florida
$31.8K – – –
AW
962
Avion Wealth
Texas
$29K – – –
HPC
963
HM Payson & Co
Maine
$28.6K – – –
LWANC
964
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.5K +$374 +10 +1%
DSC
965
Duncker Streett & Co
Missouri
$27.1K – – –
RBC
966
Roble Belko & Company
Pennsylvania
$27K – – –
FCMT
967
Founders Capital Management (Texas)
Texas
$27K – – –
TCM
968
Tradewinds Capital Management
Washington
$21.8K -$75 -2 -0.3%
HS
969
Horan Securities
United States
$21.6K +$112 +3 +0.5%
VWM
970
Valley Wealth Managers
New Jersey
$21.5K – – –
TC
971
Truvestments Capital
Florida
$21K – – –
IRC
972
Investors Research Corp
Georgia
$20.2K +$374 +10 +2%
GTAM
973
Global Trust Asset Management
Florida
$19.8K +$18.7K +500 +1,724%
CIA
974
Cape Investment Advisory
Georgia
$19.1K +$19.1K +512 New
BCMLT
975
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.9K -$2.39K -64 -11%
37 38
39
40 41