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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
1
JPMorgan Chase & Co
New York
$360M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$241M
3
WI
3
WealthNavi Inc
Japan
$137M
4
FCAS
4
First Command Advisory Services
Texas
$50.5M
5
AWM
5
Axxcess Wealth Management
California
$38.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$215M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$828M
3
Charles Schwab
3
Charles Schwab
California
$65.1M
4
CAM
4
Cresset Asset Management
Illinois
$57.3M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$751M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
76
Equitable Holdings
New York
$25.2M +$1.31M +37,422 +5%
BFO
77
Biltmore Family Office
North Carolina
$24M -$572K -16,344 -2%
EWM
78
Evercore Wealth Management
New York
$23.9M -$287K -8,201 -1%
NCM
79
Narwhal Capital Management
Georgia
$23M +$226K +6,458 +1%
SIS
80
Strategic Investment Solutions
Illinois
$22.8M +$22.4M +615,016 +6,985%
SPIA
81
Strategic Point Investment Advisors
Rhode Island
$22.1M +$276K +7,893 +1%
Deutsche Bank
82
Deutsche Bank
Germany
$22.1M – – –
CC
83
Cadinha & Co
Hawaii
$22M +$8.15M +233,011 +59%
WFI
84
West Family Investments
California
$21.9M +$21.9M +621,077 New
CSIA
85
Carl Stuart Investment Advisor
Texas
$21.4M +$142K +4,108 +0.7%
VM
86
VPR Management
Texas
$21.3M -$1.4M -40,000 -6%
SI
87
Stephens Inc
Arkansas
$20.8M -$1.04M -29,781 -5%
Comerica Bank
88
Comerica Bank
Texas
$20.7M +$20.7M +591,539 New
MSWM
89
Mader & Shannon Wealth Management
Missouri
$20.3M +$212K +6,053 +1%
M&T Bank
90
M&T Bank
New York
$19M -$895K -25,581 -5%
KWILP
91
Kiwi Wealth Investments Limited Partnership
New Zealand
$18.9M – – –
US Bancorp
92
US Bancorp
Minnesota
$18.6M -$7.95M -226,682 -30%
ECG
93
EPIQ Capital Group
California
$18.3M +$10K +286 +0.1%
TWC
94
TD Waterhouse Canada
Ontario, Canada
$18M -$135K -3,035 -0.7%
GVAG
95
Great Valley Advisor Group
Delaware
$17.5M +$2.45M +69,959 +16%
CAN
96
Cetera Advisor Networks
California
$17.2M +$62K +1,772 +0.4%
OIA
97
OneDigital Investment Advisors
Kansas
$17.2M +$65.7K +1,878 +0.4%
SFG
98
Sowa Financial Group
Rhode Island
$17.1M -$288K -8,230 -2%
TFCP
99
Twin Focus Capital Partners
Massachusetts
$16.9M +$514K +14,680 +3%
KFP
100
KB Financial Partners
New Jersey
$16.6M -$39.1K -1,118 -0.2%
2 3
4
5 6