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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 %
HH
1026
HWG Holdings
Texas
$560 +$560 +16 New
LC
1027
Lindbrook Capital
California
$420 – – –
CCMI
1028
Creative Capital Management Investments
California
$245 +$245 +7 New
GWSG
1029
GPS Wealth Strategies Group
Colorado
$210 – – –
SL
1030
Savior LLC
Massachusetts
$140 – – –
AA
1031
Addison Advisors
Vermont
$140 +$70 +2 +100%
AWM
1032
Activest Wealth Management
Florida
$105 – – –
DJSG
1033
D.J. St. Germain
Massachusetts
$35 – – –
MCM
1034
Mainstay Capital Management
Michigan
– -$22M -605,696 Closed
Russell Investments Group
1035
Russell Investments Group
United Kingdom
– -$20.2M -556,300 Closed
CFG
1036
Citizens Financial Group
Rhode Island
– -$11.5M -314,691 Closed
FTUS
1037
Flow Traders U.S.
New York
– -$10.4M -285,641 Closed
LG
1038
Leuthold Group
Minnesota
– -$9.43M -259,069 Closed
ACA
1039
Aptus Capital Advisors
Alabama
– -$4.65M -127,735 Closed
AAM
1040
American Asset Management
Florida
– -$3.6M -98,905 Closed
BA
1041
Bridgewater Associates
Connecticut
– -$3.47M -95,444 Closed
TSS
1042
Two Sigma Securities
New York
– -$2.42M -66,448 Closed
PG
1043
Prostatis Group
Maryland
– -$63.2K -47,143 Closed
AP
1044
Arlington Partners
Alabama
– -$1.57M -43,202 Closed
SAM
1045
Strategy Asset Managers
California
– -$1.39M -38,125 Closed
WC
1046
Waterloo Capital
Texas
– -$1.16M -31,831 Closed
CCM
1047
Condor Capital Management
New Jersey
– -$1.12M -30,909 Closed
BFS
1048
Bard Financial Services
Connecticut
– -$1.1M -30,250 Closed
V
1049
Veritable
Delaware
– -$930K -25,547 Closed
CM
1050
Columbus Macro
Pennsylvania
– -$773K -20,945 Closed
40 41
42
43 44