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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 %
RCM
1026
Raleigh Capital Management
North Carolina
$860 – – –
JWM
1027
Janiczek Wealth Management
Colorado
$837 – – –
LC
1028
Lindbrook Capital
California
$448 – – –
AA
1029
Addison Advisors
Vermont
$262 – – –
SFCL
1030
Strengthening Families & Communities LLC
Massachusetts
$229 -$131 -3,500 -36%
TFP
1031
Tilia Fiduciary Partners
North Carolina
$224 – – –
GWSG
1032
GPS Wealth Strategies Group
Colorado
$224 +$224 +6 New
SL
1033
Savior LLC
Massachusetts
$149 +$149 +4 New
AWM
1034
Activest Wealth Management
Florida
$113 +$113 +3 New
Temasek Holdings
1035
Temasek Holdings
Singapore
– -$251M -7,258,187 Closed
BAM
1036
Brave Asset Management
New Jersey
– -$14.2M -411,873 Closed
PTC
1037
Philadelphia Trust Company
Pennsylvania
– -$4.65M -134,541 Closed
SCI
1038
Stableford Capital II
Arizona
– -$4.02M -113,284 Closed
CF
1039
Clarity Financial
Texas
– -$1.35M -38,933 Closed
BEI
1040
Benjamin Edwards Inc
Missouri
– -$879K -25,415 Closed
MBT
1041
Montecito Bank & Trust
California
– -$759K -21,963 Closed
AAM
1042
Aureus Asset Management
Massachusetts
– -$759K -21,937 Closed
TI
1043
Truepoint Inc
Ohio
– -$724K -20,945 Closed
EWA
1044
Exencial Wealth Advisors
Oklahoma
– -$720K -20,826 Closed
EWM
1045
Elmwood Wealth Management
California
– -$689K -19,919 Closed
VWA
1046
Visionary Wealth Advisors
Illinois
– -$534K -15,434 Closed
RMDI
1047
R.M. Davis Inc
Maine
– -$503K -14,540 Closed
TRCT
1048
Tower Research Capital (TRC)
New York
– -$471K -13,630 Closed
AWA
1049
Aletheian Wealth Advisors
Washington
– -$450K -13,000 Closed
SG
1050
StoneX Group
New York
– -$414K -11,989 Closed
40 41
42
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