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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 %
ARC
976
Advisor Resource Council
Texas
– -$1.38M -40,062 Closed
TC
977
TAP Consulting
Missouri
– -$1.36M -39,629 Closed
USCWA
978
U.S. Capital Wealth Advisors
Texas
– -$1.16M -33,713 Closed
BCM
979
Beck Capital Management
Texas
– -$1.16M -33,706 Closed
PTC
980
Private Trust Company
Ohio
– -$764K -22,256 Closed
GP
981
Geneva Partners
Wisconsin
– -$750K -21,855 Closed
KWA
982
Kellett Wealth Advisors
Ohio
– -$598K -17,429 Closed
CAN
983
Claraphi Advisory Network
United States
– -$543K -15,815 Closed
CCWA
984
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$536K -15,623 Closed
DP
985
DDD Partners
Washington
– -$514K -14,994 Closed
OWA
986
Outlook Wealth Advisors
Texas
– -$483K -14,091 Closed
CC
987
Cannell & Co
New York
– -$463K -13,500 Closed
MIAN
988
Mariner Independent Advisor Network
Kansas
– -$431K -12,639 Closed
Millennium Management
989
Millennium Management
New York
– -$419K -12,220 Closed
C
990
Certuity
Florida
– -$398K -11,612 Closed
ACI
991
Alpha Cubed Investments
California
– -$364K -10,596 Closed
TI
992
Trexquant Investment
Connecticut
– -$356K -10,365 Closed
DBT
993
Dubuque Bank & Trust
Iowa
– -$310K -9,022 Closed
FCBT
994
First Citizens Bank & Trust
North Carolina
– -$290K -8,452 Closed
BAM
995
Brave Asset Management
New Jersey
– -$290K -8,445 Closed
3AM
996
3EDGE Asset Management
Florida
– -$283K -8,261 Closed
BA
997
Bridgewater Advisors
New York
– -$261K -7,609 Closed
Members Trust
998
Members Trust
Florida
– -$248K -7,226 Closed
AWM
999
Alterna Wealth Management
Texas
– -$241K -7,033 Closed
B
1000
Bridgeworth
Alabama
– -$241K -7,031 Closed
38 39
40
41 42