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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
1
Morgan Stanley
New York
$1.7B
2
Charles Schwab
2
Charles Schwab
California
$237M
3
Jane Street
3
Jane Street
New York
$163M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$481M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$78.9M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$174M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$156M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$897M
5
Bank of America
5
Bank of America
North Carolina
$1.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
76
Zhang Financial
Michigan
$25.5M -$2.95M -75,696 -10%
BFO
77
Biltmore Family Office
North Carolina
$25M -$1.74M -44,620 -7%
Deutsche Bank
78
Deutsche Bank
Germany
$24.7M +$23.4K +600 +0.1%
CC
79
Cadinha & Co
Hawaii
$24.6M +$54.5K +1,396 +0.2%
SPIA
80
Strategic Point Investment Advisors
Rhode Island
$24.4M -$201K -5,145 -0.8%
WFI
81
West Family Investments
California
$24.4M -$21.1K -537 -0.1%
CSIA
82
Carl Stuart Investment Advisor
Texas
$24M -$183K -4,698 -0.8%
VM
83
VPR Management
Texas
$23.8M – – –
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
$23.1M +$11.8M +302,112 +104%
MSWM
85
Mader & Shannon Wealth Management
Missouri
$22.8M +$123K +3,157 +0.5%
BTI
86
Blue Trust Inc
Georgia
$22.5M -$9.74M -278,287 -30%
TFCP
87
Twin Focus Capital Partners
Massachusetts
$21.9M +$3.01M +77,165 +16%
SI
88
Stephens Inc
Arkansas
$21.8M -$1.37M -35,208 -6%
KWILP
89
Kiwi Wealth Investments Limited Partnership
New Zealand
$21.1M – – –
ECG
90
EPIQ Capital Group
California
$20.8M +$464K +11,883 +2%
TWC
91
TD Waterhouse Canada
Ontario, Canada
$20.4M +$876K +18,127 +4%
M&T Bank
92
M&T Bank
New York
$19.7M -$1.48M -37,998 -7%
SMDAM
93
Sumitomo Mitsui DS Asset Management
Japan
$19.6M +$6.95M +178,194 +55%
QC
94
Quent Capital
New York
$19M +$513K +13,146 +3%
SFG
95
Sowa Financial Group
Rhode Island
$18.9M -$160K -4,105 -0.8%
OIA
96
OneDigital Investment Advisors
Kansas
$18.9M -$314K -8,042 -2%
CAN
97
Cetera Advisor Networks
California
$18.9M -$353K -9,033 -2%
Goldman Sachs
98
Goldman Sachs
New York
$18.6M +$7.73M +198,034 +71%
PPW
99
Parcion Private Wealth
Washington
$18.6M -$15.1M -386,522 -45%
FCM
100
Fourpath Capital Management
Oklahoma
$18.5M +$4.29M +110,034 +30%
2 3
4
5 6