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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 %
VIM
76
VCU Investment Management
Virginia
$29.6M – – –
1832 Asset Management
77
1832 Asset Management
Ontario, Canada
$28.9M +$28.6M +766,510 +10,834%
GCM
78
Gladius Capital Management
Illinois
$28.2M – – –
BFO
79
Biltmore Family Office
North Carolina
$26.3M -$1.03M -27,539 -4%
EWM
80
Evercore Wealth Management
New York
$25.9M -$104K -2,775 -0.4%
NCM
81
Narwhal Capital Management
Georgia
$25.3M -$12.3K -329 -0%
VM
82
VPR Management
Texas
$24.6M -$2.46M -65,850 -9%
VC
83
Vicus Capital
Pennsylvania
$24.5M +$22.3M +595,657 +1,001%
EH
84
Equitable Holdings
New York
$24.1M +$256K +6,850 +1%
SPIA
85
Strategic Point Investment Advisors
Rhode Island
$23.7M -$79K -2,115 -0.3%
WFI
86
West Family Investments
California
$23.4M -$753 -20 -0%
Deutsche Bank
87
Deutsche Bank
Germany
$23.4M -$923K -24,694 -4%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$23.3M -$5.53M -148,100 -19%
SI
89
Stephens Inc
Arkansas
$23.2M +$375K +10,040 +2%
PC
90
Permanens Capital
New York
$22.6M -$1.75M -46,759 -7%
M&T Bank
91
M&T Bank
New York
$22.6M +$18M +480,413 +388%
Goldman Sachs
92
Goldman Sachs
New York
$22.5M -$12.1M -324,418 -35%
Twin Tree Management
93
Twin Tree Management
Texas
$22.1M +$22.1M +592,331 New
ECG
94
EPIQ Capital Group
California
$22.1M +$1.64M +43,940 +8%
Citigroup
95
Citigroup
New York
$21.7M -$256M -6,846,960 -92%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$21.4M +$7.6M +203,474 +55%
NYLIM
97
New York Life Investment Management
New York
$20.9M -$1.06M -28,296 -5%
MSWM
98
Mader & Shannon Wealth Management
Missouri
$20.7M -$2.26M -60,428 -10%
KWILP
99
Kiwi Wealth Investments Limited Partnership
New Zealand
$20.2M – – –
MML Investors Services
100
MML Investors Services
Massachusetts
$20.1M -$2.58M -69,072 -11%
2 3
4
5 6