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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 %
FCMT
976
Founders Capital Management (Texas)
Texas
$24.8K – – –
JWM
977
Janiczek Wealth Management
Colorado
$22.5K +$21.7K +620 +2,818%
TCM
978
Tradewinds Capital Management
Washington
$21K -$8.95M -255,692 -100%
IRC
979
Investors Research Corp
Georgia
$18.9K – – –
GGI
980
Godsey & Gibb Inc
Virginia
$18.5K -$10.8K -308 -37%
BCMLT
981
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.4K – – –
LB
982
Legacy Bridge
Iowa
$17.5K – – –
TC
983
Truvestments Capital
Florida
$16.1K – – –
HCM
984
Highlander Capital Management
New Jersey
$16K +$12.2K +350 +318%
CIA
985
Cape Investment Advisory
Georgia
$15.9K – – –
AWM
986
Abound Wealth Management
Tennessee
$15.1K – – –
SA
987
SRH Advisors
Kansas
$14K – – –
ACM
988
Antonetti Capital Management
Florida
$14K – – –
NSIM
989
North Star Investment Management
Illinois
$13.3K – – –
OSNBOA
990
Old Second National Bank of Aurora
Illinois
$13.1K – – –
TAM
991
Tucker Asset Management
Colorado
$12.4K +$6.72K +192 +119%
NF
992
Norwood Financial
Pennsylvania
$11.8K – – –
CCM
993
Chilton Capital Management
Texas
$11.7K +$7.56K +216 +185%
HI
994
Hoey Investments
Pennsylvania
$10.9K – – –
CB
995
Centennial Bank
Arkansas
$10.5K -$31.1K -889 -75%
RFA
996
Register Financial Advisors
Georgia
$10.2K +$10.2K +291 New
AIC
997
Archer Investment Corporation
Indiana
$10K – – –
SCA
998
Stonebridge Capital Advisors
Minnesota
$9.97K – – –
MM
999
Main Management
California
$9K – – –
BFA
1000
BBJS Financial Advisors
Washington
$7K – – –
38 39
40
41 42