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iShares Gold Trust
IAU

Overview Fund Activity

1,058 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 346 increasing their positions, 386 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+26
Holders Change %
+2.52%
% of All Funds
16.69%
Holding in Top 10
93
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.71%
% of All Funds
1.47%
New
87
Increased
346
Reduced
386
Closed
49
Calls
$191M
Puts
$151M
Net Calls
+$39.7M
Net Calls Change
-$98.7M

Top Buyers

1
MB
Mizuho Bank
Japan
$291M
2
Jane Street
Jane Street
New York
$99.4M
3
Ameriprise
Ameriprise
Minnesota
$261M
4
WI
WealthNavi Inc
Japan
$84.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$175M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$66M
2
BA
Bridgewater Associates
Connecticut
$3.47M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$844M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$236M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1051
Rain Capital Management
Oregon
$910 – – –
RCM
1052
Raleigh Capital Management
North Carolina
$837 – – –
JWM
1053
Janiczek Wealth Management
Colorado
$801 – – –
EBA
1054
Eagle Bay Advisors
New York
$764 -$1.09K -30 -59%
LC
1055
Lindbrook Capital
California
$437 – – –
GWSG
1056
GPS Wealth Strategies Group
Colorado
$218 – – –
SL
1057
Savior LLC
Massachusetts
$146 – – –
AWM
1058
Activest Wealth Management
Florida
$108 – – –
AA
1059
Addison Advisors
Vermont
$73 -$183 -5 -71%
DJSG
1060
D.J. St. Germain
Massachusetts
$36 +$36 +1 New
WFI
1061
West Family Investments
California
– -$23.4M -621,118 Closed
NYLIM
1062
New York Life Investment Management
New York
– -$20.9M -558,517 Closed
FCM
1063
Fourpath Capital Management
Oklahoma
– -$11.2M -300,133 Closed
BHWA
1064
Beacon Harbor Wealth Advisors
Virginia
– -$9.44M -252,575 Closed
EFM
1065
E Fund Management
China
– -$3.45M -92,405 Closed
T
1066
TCWP
Ohio
– -$2.68M -71,655 Closed
MCC
1067
Money Concepts Capital
Florida
– -$365K -51,974 Closed
FA
1068
Forefront Analytics
Pennsylvania
– -$1.75M -46,743 Closed
LGWM
1069
Litman Gregory Wealth Management
California
– -$1.35M -36,075 Closed
Balyasny Asset Management
1070
Balyasny Asset Management
Illinois
– -$1.03M -27,521 Closed
HF
1071
HRT Financial
New York
– -$896K -23,998 Closed
TWP
1072
Tempus Wealth Planning
California
– -$825K -22,086 Closed
FHA
1073
Flagship Harbor Advisors
Massachusetts
– -$816K -21,827 Closed
CFM
1074
Coronation Fund Managers
South Africa
– -$687K -18,374 Closed
ST
1075
Sageworth Trust
Pennsylvania
– -$682K -18,242 Closed
41 42
43
44 45