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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 %
DAM
1001
Delta Asset Management
Tennessee
$6.82K – – –
PPC
1002
Park Place Capital
Alabama
$6.05K – – –
LAS
1003
LWM Advisory Services
Florida
$6.02K +$6.02K +172 New
SWA
1004
SOA Wealth Advisors
New York
$5.91K – – –
BONH
1005
Bank of New Hampshire
New Hampshire
$5.77K – – –
CAS
1006
Coppell Advisory Solutions
Texas
$5.71K -$2.39K -69 -29%
IWMA
1007
Ironwood Wealth Management (Arizona)
Arizona
$5.67K – – –
WTA
1008
Washington Trust Advisors
Massachusetts
$5.63K – – –
PFA
1009
Pathway Financial Advisers
Indiana
$5.42K +$5.42K +155 New
TFG
1010
Team Financial Group
California
$5.32K +$5.32K +152 New
MAWCM
1011
Mine & Arao Wealth Creation & Management
California
$5.25K – – –
WOSD
1012
WFA of San Diego
California
$5.25K – – –
SC
1013
Sawyer & Company
Massachusetts
$5K – – –
BCA
1014
Bray Capital Advisors
Florida
$4.37K – – –
FDCC
1015
Foster Dykema Cabot & Co
Massachusetts
$4K – – –
LF
1016
Lee Financial
Texas
$3.33K +$1.93K +55 +138%
TCM
1017
TD Capital Management
Tennessee
$2.8K – – –
LFA
1018
LGT Financial Advisors
Texas
$2.8K +$2.8K +80 New
TFA
1019
Transamerica Financial Advisors
Florida
$2K – – –
RA
1020
Rise Advisors
New York
$1.75K -$40.7K -1,162 -96%
HWM
1021
HighMark Wealth Management
Minnesota
$1.75K – – –
CP
1022
Castleview Partners
Texas
$1.23K -$2.66K -76 -68%
SVCP
1023
Silicon Valley Capital Partners
California
$1.16K -$17.8K -508 -94%
RCM
1024
Rain Capital Management
Oregon
$875 – – –
RCM
1025
Raleigh Capital Management
North Carolina
$805 – – –
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