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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 %
MCM
1001
Maryland Capital Management
Maryland
– -$229K -6,689 Closed
KWM
1002
Kaydan Wealth Management
Michigan
– -$224K -6,518 Closed
FM
1003
Foster & Motley
Ohio
– -$223K -6,495 Closed
PJSIMP
1004
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$215K -6,485 Closed
IF
1005
Integrity Financial
Wyoming
– -$218K -6,358 Closed
WSWA
1006
Warren Street Wealth Advisors
California
– -$217K -6,337 Closed
ACM
1007
Advance Capital Management
Michigan
– -$216K -6,294 Closed
IWA
1008
Inspirion Wealth Advisors
Illinois
– -$215K -6,275 Closed
TFA
1009
Triad Financial Advisors
North Carolina
– -$214K -6,247 Closed
LRIA
1010
Leonard Rickey Investment Advisors
Washington
– -$214K -6,243 Closed
DI
1011
DAGCO Inc
Ohio
– -$213K -6,205 Closed
VVP
1012
Venture Visionary Partners
Ohio
– -$213K -6,204 Closed
PP
1013
Patron Partners
Texas
– -$210K -6,112 Closed
FSA
1014
Franklin Street Advisors
North Carolina
– -$209K -6,090 Closed
P
1015
Pitcairn
Pennsylvania
– -$205K -5,976 Closed
RPWA
1016
Regent Peak Wealth Advisors
Georgia
– -$202K -5,896 Closed
DWM
1017
Destination Wealth Management
California
– -$202K -5,882 Closed
BMWM
1018
Brown Miller Wealth Management
Virginia
– -$201K -5,860 Closed
SWM
1019
SeaCrest Wealth Management
New York
– -$201K -5,857 Closed
ICG
1020
InterOcean Capital Group
Tennessee
– -$201K -5,850 Closed
LNWWM
1021
Laird Norton Wetherby Wealth Management
California
– -$200K -5,837 Closed
Fisher Asset Management
1022
Fisher Asset Management
Washington
– -$200K -5,835 Closed
WOSD
1023
WFA of San Diego
California
– -$174K -5,066 Closed
JPLA
1024
Joseph P. Lucia & Associates
New York
– -$171K -4,971 Closed
Group One Trading
1025
Group One Trading
Illinois
– -$153K -4,470 Closed
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