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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 %
LB
976
Legacy Bridge
Iowa
$18.7K – – –
JFGIW
977
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.9K +$16.9K +453 New
CSIA
978
Carl Stuart Investment Advisor
Texas
$16.3K +$4.69K +177,033 +40%
AWM
979
Abound Wealth Management
Tennessee
$16.1K – – –
SA
980
SRH Advisors
Kansas
$15K – – –
ACM
981
Antonetti Capital Management
Florida
$14.9K – – –
NSIM
982
North Star Investment Management
Illinois
$14.2K +$14.2K +381 New
OSNBOA
983
Old Second National Bank of Aurora
Illinois
$14K – – –
CG
984
Cutler Group
California
$14K -$14K -400 -50%
CAL
985
Capital Advisors Ltd
Ohio
$14K – – –
LWCFA
986
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.7K -$3.29K -88 -19%
NF
987
Norwood Financial
Pennsylvania
$12.6K – – –
HI
988
Hoey Investments
Pennsylvania
$11.6K – – –
CB
989
Centennial Bank
Arkansas
$11.2K – – –
CWM
990
Compass Wealth Management
Connecticut
$10.7K – – –
SCA
991
Stonebridge Capital Advisors
Minnesota
$10.7K – – –
GA
992
GoalVest Advisory
New York
$9.23K +$9.23K +247 New
MM
993
Main Management
California
$9K +$9K +250 New
IA
994
IFS Advisors
Kansas
$8.71K -$8.74K -234 -50%
AIC
995
Archer Investment Corporation
Indiana
$8.3K – – –
CB
996
CNB Bank
Pennsylvania
$7.62K +$7.62K +204 New
SVCP
997
Silicon Valley Capital Partners
California
$7.36K +$6.13K +164 +497%
PPC
998
Park Place Capital
Alabama
$6.47K – – –
SWA
999
SOA Wealth Advisors
New York
$6.32K – – –
BONH
1000
Bank of New Hampshire
New Hampshire
$6.17K – – –
38 39
40
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