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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 %
IWMA
1001
Ironwood Wealth Management (Arizona)
Arizona
$6.05K -$37 -1 -0.6%
WTA
1002
Washington Trust Advisors
Massachusetts
$6.02K – – –
TAM
1003
Tucker Asset Management
Colorado
$6.02K +$6.02K +161 New
PA
1004
PSI Advisors
Florida
$5.87K +$374 +10 +7%
PFA
1005
Pathway Financial Advisers
Indiana
$5.79K – – –
MAWCM
1006
Mine & Arao Wealth Creation & Management
California
$5.61K – – –
CCP
1007
Carmel Capital Partners
California
$5.53K +$5.53K +148 New
DAM
1008
Delta Asset Management
Tennessee
$5.42K – – –
SC
1009
Sawyer & Company
Massachusetts
$5K – – –
BCA
1010
Bray Capital Advisors
Florida
$4.67K – – –
CCM
1011
Chilton Capital Management
Texas
$4.37K +$4.37K +117 New
GWS
1012
Glassman Wealth Services
Virginia
$4.34K +$4.34K +116 New
BSB
1013
Bangor Savings Bank
Maine
$4.11K – – –
HCM
1014
Highlander Capital Management
New Jersey
$4K – – –
FDCC
1015
Foster Dykema Cabot & Co
Massachusetts
$4K +$4K +103 New
BFA
1016
BBJS Financial Advisors
Washington
$3.74K -$3.39M -90,710 -100%
RI
1017
Ridgewood Investments
New Jersey
$3.4K +$3.4K +91 New
FMP
1018
Financial Management Professionals
Texas
$3K -$3K -83 -50%
FCG
1019
Financial Connections Group
California
$3K – – –
TCM
1020
TD Capital Management
Tennessee
$2.99K – – –
FGAM
1021
Financial Gravity Asset Management
Texas
$2.45K +$132 +2 +6%
EBA
1022
Eagle Bay Advisors
New York
$1.91K -$1.61K -43 -46%
HWM
1023
HighMark Wealth Management
Minnesota
$1.87K – – –
AFS
1024
Annapolis Financial Services
Maryland
$1.72K +$1.72K +46 New
RCM
1025
Rain Capital Management
Oregon
$935 – – –
39 40
41
42 43