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iShares Gold Trust
IAU

Overview Fund Activity

955 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 269 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-49
Holders Change %
-4.88%
% of All Funds
16.51%
Holding in Top 10
99
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-18.85%
% of All Funds
1.71%
New
59
Increased
269
Reduced
427
Closed
90
Calls
$66.7M
Puts
$4.5M
Net Calls
+$62.2M
Net Calls Change
+$15.2M

Top Buyers

1
Jane Street
1
Jane Street
New York
$264M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.41B
3
LPL Financial
3
LPL Financial
California
$218M
4
Citigroup
4
Citigroup
New York
$253M
5
PCA
5
Personal Capital Advisors
California
$444M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$679M
2
PCP
2
Proficio Capital Partners
Massachusetts
$77.2M
3
Wells Fargo
3
Wells Fargo
California
$386M
4
FFA
4
First Foundation Advisors
California
$21.8M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$24.8M -$570K -18,081 -2%
VCM
77
Vigilant Capital Management
Maine
$24.7M +$380K +12,044 +2%
1832 Asset Management
78
1832 Asset Management
Ontario, Canada
$24.7M -$739K -23,442 -3%
BFO
79
Biltmore Family Office
North Carolina
$24.5M +$281K +8,906 +1%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$24.4M – – –
PCIG
81
Partners Capital Investment Group
Massachusetts
$24.1M -$7.91M -250,972 -25%
MA
82
MUFG Americas
New York
$24.1M -$1.24M -39,338 -5%
GCM
83
Gladius Capital Management
Illinois
$23.8M – – –
MGWM
84
Marks Group Wealth Management
Minnesota
$23.5M +$54.5K +1,728 +0.2%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$22.7M -$5.67M -179,781 -20%
EH
86
Equitable Holdings
New York
$22.7M +$2.05M +64,968 +10%
HPWM
87
Highland Private Wealth Management
Washington
$22M +$565K +17,909 +3%
FFA
88
First Foundation Advisors
California
$21.8M -$59.2M -1,876,424 -73%
EWM
89
Evercore Wealth Management
New York
$21.8M -$39.4K -1,250 -0.2%
OA
90
Oxbow Advisors
Texas
$21.8M -$8.2M -260,111 -27%
CSIA
91
Carl Stuart Investment Advisor
Texas
$21.5M +$139K +4,254 +0.6%
NCM
92
Narwhal Capital Management
Georgia
$21.4M +$41.4K +1,314 +0.2%
MML Investors Services
93
MML Investors Services
Massachusetts
$20.9M -$249K -7,900 -1%
NYLIM
94
New York Life Investment Management
New York
$20.6M +$3.04M +96,554 +17%
SI
95
Stephens Inc
Arkansas
$20.3M -$6.48M -205,449 -24%
SPIA
96
Strategic Point Investment Advisors
Rhode Island
$20.1M -$9.68K -307 -0%
PC
97
Permanens Capital
New York
$20.1M +$581K +18,431 +3%
NW
98
Naviter Wealth
Arkansas
$19.9M +$3.59M +113,708 +22%
AWA
99
Amplius Wealth Advisors
Pennsylvania
$19.6M -$1.64M -52,069 -8%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$19.6M +$9.56M +303,081 +96%
2 3
4
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