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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 %
WTA
976
Washington Trust Advisors
Massachusetts
$5.57K – – –
PFA
977
Pathway Financial Advisers
Indiana
$5.36K +$5.36K +155 New
MAWCM
978
Mine & Arao Wealth Creation & Management
California
$5.19K – – –
PA
979
PSI Advisors
Florida
$5.09K +$5.09K +147 New
DAM
980
Delta Asset Management
Tennessee
$5.02K +$5.02K +145 New
SC
981
Sawyer & Company
Massachusetts
$5K +$5K +135 New
GMA
982
Glassy Mountain Advisors
Maryland
$4.84K +$4.84K +140 New
TCWA
983
Ten Capital Wealth Advisors
Washington
$4.32K -$7.06K -204 -62%
BCA
984
Bray Capital Advisors
Florida
$4.32K – – –
BSB
985
Bangor Savings Bank
Maine
$4K – – –
HCM
986
Highlander Capital Management
New Jersey
$4K – – –
HBW
987
Hazlett, Burt & Watson
West Virginia
$4K +$2.78K +80 +229%
AF
988
Affiance Financial
Minnesota
$3.94K +$3.94K +114 New
EBA
989
Eagle Bay Advisors
New York
$3.25K -$3.87K -112 -54%
FCG
990
Financial Connections Group
California
$3K – – –
TCM
991
TD Capital Management
Tennessee
$2.77K – – –
HWM
992
HighMark Wealth Management
Minnesota
$1.73K – – –
CPFP
993
Clear Perspectives Financial Planning
Ohio
$1.38K +$1.38K +40 New
GIA
994
GHP Investment Advisors
Colorado
$1.18K +$1.18K +34 New
SVCP
995
Silicon Valley Capital Partners
California
$1.14K +$1.14K +33 New
GTAM
996
Global Trust Asset Management
Florida
$1K – – –
FCAS
997
First Command Advisory Services
Texas
$1K +$1K +834 New
RCM
998
Rain Capital Management
Oregon
$865 – – –
MWM
999
MinichMacGregor Wealth Management
New York
$864 +$864 +25 New
RCM
1000
Raleigh Capital Management
North Carolina
$795 – – –
38 39
40
41 42