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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 %
GS
1051
GTS Securities
New York
– -$746K -20,509 Closed
VIA
1052
Vident Investment Advisory
Georgia
– -$583K -16,022 Closed
Simplex Trading
1053
Simplex Trading
Illinois
– -$449K -12,360 Closed
SW
1054
SMART Wealth
Nebraska
– -$433K -11,911 Closed
Millennium Management
1055
Millennium Management
New York
– -$432K -11,882 Closed
CG
1056
Cutler Group
California
– -$413K -11,362 Closed
VWA
1057
V Wealth Advisors
Kansas
– -$411K -11,295 Closed
NWM
1058
NEIRG Wealth Management
Massachusetts
– -$398K -10,946 Closed
Renaissance Technologies
1059
Renaissance Technologies
New York
– -$368K -10,100 Closed
SHGA
1060
Sand Hill Global Advisors
California
– -$302K -8,291 Closed
CRC
1061
Curi RMB Capital
Illinois
– -$272K -7,483 Closed
Fisher Asset Management
1062
Fisher Asset Management
Washington
– -$268K -7,373 Closed
WW
1063
Westshore Wealth
California
– -$266K -7,300 Closed
SIG
1064
Spinnaker Investment Group
California
– -$264K -7,246 Closed
AFG
1065
Atomi Financial Group
New York
– -$255K -7,000 Closed
PA
1066
Probity Advisors
Texas
– -$254K -6,991 Closed
TCM
1067
Telos Capital Management
California
– -$248K -6,813 Closed
CCWM
1068
Cassaday & Co Wealth Management
Virginia
– -$238K -6,539 Closed
MKA
1069
M. Kulyk & Associates
Georgia
– -$236K -6,486 Closed
FI
1070
Financial Insights
Washington
– -$228K -6,261 Closed
I2I
1071
Insight 2811 Inc
Illinois
– -$226K -6,204 Closed
RAG
1072
RIA Advisory Group
Iowa
– -$224K -6,153 Closed
DWP
1073
Daymark Wealth Partners
Ohio
– -$221K -6,075 Closed
RI
1074
Rinkey Investments
California
– -$220K -6,050 Closed
WAM
1075
Worth Asset Management
Texas
– -$220K -6,044 Closed
41 42
43
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