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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 %
VAG
951
VisionPoint Advisory Group
Texas
$194K -$143K -3,668 -42%
KWAG
952
Kiely Wealth Advisory Group
North Carolina
$194K +$194K +5,081 New
CAS
953
Coppell Advisory Solutions
Texas
$192K +$186K +4,759 +2,884%
BCM
954
Bourgeon Capital Management
Connecticut
$189K – – –
POIA
955
Pin Oak Investment Advisors
Texas
$181K – – –
HIA
956
Harbor Investment Advisory
Maryland
$181K – – –
GC
957
Gould Capital
Washington
$179K – – –
YAL
958
Your Advocates Ltd
Texas
$175K -$209K -5,357 -54%
ATC
959
Advantage Trust Company
Kansas
$160K +$160K +4,102 New
CAL
960
Capital Analysts LLC
Pennsylvania
$160K -$85.7K -2,195 -35%
MSG
961
Main Street Group
Virginia
$144K +$144K +3,700 New
GFL
962
Granite FO LLC
New Hampshire
$139K – – –
CSC
963
Caldwell Sutter Capital
California
$139K +$31.6K +810 +29%
WCM
964
Winthrop Capital Management
Indiana
$133K +$133K +3,400 New
CJ
965
Caitlin John
Michigan
$124K +$124K +3,173 New
FPF
966
First Pacific Financial
Washington
$119K – – –
GWM
967
Geneos Wealth Management
Colorado
$119K +$11K +282 +10%
CWC
968
Carolinas Wealth Consulting
North Carolina
$117K – – –
W
969
WealthCollab
Washington
$117K +$117K +3,000 New
AAG
970
Armstrong Advisory Group
Massachusetts
$117K – – –
IWP
971
IAG Wealth Partners
Wisconsin
$116K +$19.5K +500 +20%
TVAMP
972
Tennessee Valley Asset Management Partners
Tennessee
$113K +$113K +2,904 New
TFGT
973
TS Financial Group (TSFG)
Illinois
$113K -$10.8K -278 -9%
AIM
974
Acropolis Investment Management
Missouri
$112K – – –
KFS
975
Kelly Financial Services
Massachusetts
$112K -$5.35K -137 -5%
37 38
39
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