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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 %
MPW
1051
MGO Private Wealth
California
– -$370K -10,704 Closed
HT
1052
HAP Trading
New York
– -$363K -10,496 Closed
LPT
1053
Legacy Private Trust
Wisconsin
– -$329K -9,522 Closed
IF
1054
IRON Financial
Illinois
– -$312K -9,028 Closed
HWA
1055
Hillcrest Wealth Advisors
New Jersey
– -$300K -8,675 Closed
MWA
1056
Monograph Wealth Advisors
California
– -$294K -8,500 Closed
RW
1057
RVW Wealth
California
– -$289K -8,343 Closed
PFG
1058
Prosperity Financial Group
California
– -$280K -8,082 Closed
TTWM
1059
TCV Trust & Wealth Management
Virginia
– -$278K -8,039 Closed
DPI
1060
Diversified Portfolios Inc
Michigan
– -$277K -7,998 Closed
VW
1061
Vance Wealth
California
– -$256K -7,401 Closed
FFG
1062
Ford Financial Group
California
– -$247K -7,132 Closed
TFA
1063
Triad Financial Advisors
North Carolina
– -$236K -6,826 Closed
PAS
1064
Park Avenue Securities
New York
– -$228K -6,579 Closed
PP
1065
Patron Partners
Texas
– -$215K -6,214 Closed
AIP
1066
Almanack Investment Partners
Pennsylvania
– -$209K -6,049 Closed
ACM
1067
Advance Capital Management
Michigan
– -$204K -5,896 Closed
MAM
1068
Milestone Asset Management
Pennsylvania
– -$211K -5,765 Closed
WOSD
1069
WFA of San Diego
California
– -$166K -4,810 Closed
IUHSA
1070
Itau Unibanco Holding S.A.
Brazil
– -$148K -4,310 Closed
DWP
1071
Destiny Wealth Partners
Florida
– -$128K -3,711 Closed
Jones Financial Companies
1072
Jones Financial Companies
Missouri
– -$113K -3,275 Closed
HNWAG
1073
High Net Worth Advisory Group
Florida
– -$112K -3,238 Closed
GFWA
1074
Grey Fox Wealth Advisors
Delaware
– -$107K -3,105 Closed
ACP
1075
Arcus Capital Partners
Georgia
– -$104K -3,002 Closed
41 42
43
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