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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 %
BCM
951
Blume Capital Management
California
$35K -$21K -600 -38%
BC
952
Barrett & Company
Rhode Island
$35K – – –
MA
953
Montag & Associates
Georgia
$35K – – –
EBA
954
Eagle Bay Advisors
New York
$34.1K +$33.4K +954 +4,543%
OIA
955
Optimum Investment Advisors
Illinois
$33.2K – – –
BAM
956
Bellevue Asset Management
Washington
$32.6K – – –
HCP
957
Hexagon Capital Partners
Arkansas
$32.5K +$1.12K +32 +4%
GFPC
958
Global Financial Private Client
Florida
$32.4K – – –
CFFP
959
Center for Financial Planning
Michigan
$32.2K +$2.34K +67 +8%
SL
960
Salomon & Ludwin
Virginia
$31.9K +$31.9K +913 New
VNA
961
Valley National Advisers
Pennsylvania
$31K – – –
FFL
962
Financial Freedom LLC
Ohio
$30.6K – – –
AW
963
Avion Wealth
Texas
$30K +$380 +11 +1%
PPWM
964
PFG Private Wealth Management
Florida
$29.7K – – –
FGAM
965
Financial Gravity Asset Management
Texas
$29.4K +$25.2K +219 +608%
PWMG
966
Provence Wealth Management Group
California
$28.4K -$193K -5,507 -87%
FMP
967
Financial Management Professionals
Texas
$28K – – –
WWM
968
Wolff Wiese Magana
California
$26.9K -$21.2K -606 -44%
LWANC
969
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.7K – – –
HPC
970
HM Payson & Co
Maine
$26.6K -$175 -5 -0.7%
RBC
971
Roble Belko & Company
Pennsylvania
$26K – – –
Qube Research & Technologies (QRT)
972
Qube Research & Technologies (QRT)
United Kingdom
$25.5K +$25.5K +730 New
CFB
973
Cullen/Frost Bankers
Texas
$25.5K – – –
DSC
974
Duncker Streett & Co
Missouri
$25.4K – – –
SIC
975
SJS Investment Consulting
Ohio
$24.9K – – –
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39
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