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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
UBS Group
Switzerland
$298M
2
Cerity Partners
Cerity Partners
New York
$88.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$159M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$183M
5
ET
Equitable Trust
Tennessee
$69.7M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$1.62B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$921M
3
Jane Street
Jane Street
New York
$86.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$14.8M
5
Bank of America
Bank of America
North Carolina
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1001
Janiczek Wealth Management
Colorado
$792 – – –
TCA
1002
Trifecta Capital Advisors
Illinois
$761 +$761 +22 New
IAA
1003
Independent Advisor Alliance
North Carolina
$557 -$50 -1,459 -8%
LC
1004
Lindbrook Capital
California
$415 – – –
EWM
1005
Evermay Wealth Management
Virginia
$346 +$346 +10 New
GEA
1006
Glen Eagle Advisors
New Jersey
$242 -$1.49K -43 -86%
AA
1007
Addison Advisors
Vermont
$242 +$242 +7 New
TFP
1008
Tilia Fiduciary Partners
North Carolina
$208 – – –
CDIA
1009
Capital Directions Investment Advisors
Georgia
$173 +$173 +5 New
CMP
1010
Coston McIsaac & Partners
Maine
$17 +$17 +494 New
MA
1011
MUFG Americas
New York
– -$24.1M -764,167 Closed
HPWM
1012
Highland Private Wealth Management
Washington
– -$22M -698,467 Closed
AC
1013
Allstate Corporation
Illinois
– -$15.2M -483,000 Closed
Citadel Advisors
1014
Citadel Advisors
Florida
– -$11.4M -360,090 Closed
MHP
1015
Manatuck Hill Partners
Connecticut
– -$9.46M -300,000 Closed
AFA
1016
AllGen Financial Advisors
Florida
– -$8.66M -298,512 Closed
Renaissance Technologies
1017
Renaissance Technologies
New York
– -$8.53M -270,500 Closed
IMC Chicago
1018
IMC Chicago
Illinois
– -$7.94M -251,809 Closed
SCP
1019
Silverleafe Capital Partners
Tennessee
– -$3.97M -125,816 Closed
BIP
1020
Blueprint Investment Partners
North Carolina
– -$3.03M -96,215 Closed
BOTW
1021
Bank of the West
California
– -$2.69M -85,404 Closed
BCM
1022
Beaumont Capital Management
Massachusetts
– -$2.4M -76,181 Closed
RCM
1023
Regency Capital Management
Hawaii
– -$2.07M -65,695 Closed
FCM
1024
Firestone Capital Management
Florida
– -$1.71M -54,145 Closed
JF
1025
Jump Financial
Illinois
– -$1.66M -52,678 Closed
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