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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
1
UBS Group
Switzerland
$298M
2
Cerity Partners
2
Cerity Partners
New York
$88.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$183M
5
ET
5
Equitable Trust
Tennessee
$69.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.62B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$921M
3
Jane Street
3
Jane Street
New York
$86.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$14.8M
5
Bank of America
5
Bank of America
North Carolina
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1026
Centric Wealth Management
Illinois
– -$1.47M -46,456 Closed
NEAM
1027
New England Asset Management
Connecticut
– -$1.38M -43,600 Closed
MNBTD
1028
Moody National Bank Trust Division
Texas
– -$1.28M -40,547 Closed
MA
1029
Mosaic Advisors
Texas
– -$1.24M -39,275 Closed
FI
1030
Financial Insights
Washington
– -$869K -27,552 Closed
JA
1031
JVL Associates
Michigan
– -$640K -20,300 Closed
NWM
1032
Northcape Wealth Management
New York
– -$632K -20,035 Closed
TNA
1033
True North Advisors
Texas
– -$428K -13,599 Closed
HWA
1034
HHM Wealth Advisors
Tennessee
– -$324K -10,281 Closed
CMBA
1035
C.M. Bidwell & Associates
Hawaii
– -$320K -10,159 Closed
JWM
1036
JGP Wealth Management
Oregon
– -$324K -10,056 Closed
CWG
1037
Cornerstone Wealth Group
North Carolina
– -$282K -8,955 Closed
TSS
1038
Two Sigma Securities
New York
– -$266K -8,447 Closed
FPF
1039
First Pacific Financial
Washington
– -$244K -7,732 Closed
NCG
1040
Newport Capital Group
New Jersey
– -$236K -7,214 Closed
REMPR
1041
Roof Eidam Maycock Peralta (REMP)
California
– -$226K -7,156 Closed
CNWM
1042
Clay Northam Wealth Management
California
– -$225K -7,131 Closed
CST
1043
Charles Schwab Trust
Nevada
– -$223K -7,075 Closed
Walleye Trading
1044
Walleye Trading
New York
– -$215K -6,824 Closed
CA
1045
Crumly & Associates
Illinois
– -$207K -6,560 Closed
FWI
1046
Facet Wealth Inc
Maryland
– -$204K -6,409 Closed
WB
1047
West Bancorporation
Iowa
– -$156K -4,951 Closed
HR
1048
Howe & Rusling
New York
– -$121K -3,825 Closed
ASGS
1049
Alpha Square Group S
New York
– -$590K -3,817 Closed
SWM
1050
Selective Wealth Management
Virginia
– -$117K -3,699 Closed
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