IAU icon

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 %
DI
1051
Disciplined Investments
Oklahoma
– -$86K -2,719 Closed
HGERS
1052
Householder Group Estate & Retirement Specialist
Arizona
– -$65K -2,083 Closed
IAMOG
1053
Investors Asset Management of Georgia
Georgia
– -$59K -1,867 Closed
Simplex Trading
1054
Simplex Trading
Illinois
– -$49K -1,579 Closed
FEG
1055
Financial Enhancement Group
Indiana
– -$45K -1,419 Closed
PFA
1056
Professional Financial Advisors
Nebraska
– -$28K -890 Closed
PWC
1057
PYA Waltman Capital
Tennessee
– -$28K -875 Closed
TCOV
1058
Trust Company of Vermont
Vermont
– -$26K -835 Closed
CTB
1059
Country Trust Bank
Illinois
– -$21K -652 Closed
MM
1060
Main Management
California
– -$8K -250 Closed
NSIM
1061
North Star Investment Management
Illinois
– -$5K -160 Closed
WFA
1062
West Financial Advisors
Iowa
– -$5K -146 Closed
M1FG
1063
Mach-1 Financial Group
Arkansas
– -$4K -144 Closed
PCA
1064
Providence Capital Advisors
North Carolina
– -$4K -123 Closed
DRS
1065
Deane Retirement Strategies
Louisiana
– -$3K -103 Closed
APW
1066
Axim Planning & Wealth
Ohio
– -$3K -103 Closed
OPW
1067
Oxler Private Wealth
New York
– -$13.8K -102 Closed
APC
1068
Aspire Private Capital
North Carolina
– -$3K -91 Closed
SL
1069
Savior LLC
Massachusetts
– -$2K -51 Closed
TAM
1070
Tucker Asset Management
Colorado
– -$1.27K -41 Closed
WWM
1071
Wagner Wealth Management
South Carolina
– -$1K -34 Closed
LTI
1072
Laffer Tengler Investments
Tennessee
– -$1.04K -33 Closed
MNG
1073
Manning & Napier Group
New York
– -$8.61M – –
39 40 41 42
43