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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 %
Corient Private Wealth
76
Corient Private Wealth
Florida
$27.4M +$27.4M +793,564 New
VIM
77
VCU Investment Management
Virginia
$27.4M – – –
BCM
78
Brookstone Capital Management
Illinois
$27.3M -$3.1M -87,479 -10%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$26.7M – – –
GCM
80
Gladius Capital Management
Illinois
$26.1M – – –
PAMS
81
Pictet Asset Management (Switzerland)
Switzerland
$25.6M +$6.81M +196,900 +36%
OA
82
Oxbow Advisors
Texas
$25.5M +$1.6M +46,392 +7%
BFO
83
Biltmore Family Office
North Carolina
$25.3M -$1.61M -46,573 -6%
VM
84
VPR Management
Texas
$25.1M -$4.59M -132,650 -15%
EWM
85
Evercore Wealth Management
New York
$24M +$99.8K +2,885 +0.4%
NCM
86
Narwhal Capital Management
Georgia
$23.4M -$5.71K -165 -0%
PCIG
87
Partners Capital Investment Group
Massachusetts
$22.6M -$3.8M -109,809 -14%
PC
88
Permanens Capital
New York
$22.5M +$540K +15,600 +2%
Deutsche Bank
89
Deutsche Bank
Germany
$22.5M -$4.7M -135,737 -17%
EH
90
Equitable Holdings
New York
$22.1M -$2.83M -81,873 -11%
SPIA
91
Strategic Point Investment Advisors
Rhode Island
$22M -$96K -2,774 -0.4%
WFI
92
West Family Investments
California
$21.7M +$21.7M +621,138 New
SC
93
Sagil Capital
United Kingdom
$21.4M +$692K +20,000 +3%
MSWM
94
Mader & Shannon Wealth Management
Missouri
$21.3M +$208K +6,025 +1%
SI
95
Stephens Inc
Arkansas
$21.2M -$1.1M -31,877 -5%
MML Investors Services
96
MML Investors Services
Massachusetts
$21M -$1.97M -57,075 -9%
NYLIM
97
New York Life Investment Management
New York
$20.3M -$2.29M -66,260 -10%
ECG
98
EPIQ Capital Group
California
$18.9M -$887K -25,633 -4%
KWILP
99
Kiwi Wealth Investments Limited Partnership
New Zealand
$18.7M – – –
WMG
100
WESCAP Management Group
California
$18.5M +$18.5M +536,156 New
2 3
4
5 6