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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 %
C
1076
Covestor
United Kingdom
– -$50K -1,452 Closed
WHG
1077
Westwood Holdings Group
Texas
– -$42K -1,209 Closed
RBC
1078
Romano Brothers & Co
Illinois
– -$41.3K -1,194 Closed
FA
1079
Fiduciary Alliance
South Carolina
– -$36K -1,042 Closed
PVH
1080
Psagot Value Holdings
Israel
– -$35K -1,017 Closed
AWM
1081
Accurate Wealth Management
Florida
– -$33.4K -938 Closed
FCAS
1082
First Command Advisory Services
Texas
– -$1K -834 Closed
NIC
1083
Northwest Investment Counselors
Oregon
– -$24.3K -703 Closed
FCA
1084
Fortis Capital Advisors
Kansas
– -$24.2K -700 Closed
MSCM
1085
McElhenny Sheffield Capital Management
Texas
– -$23.5K -678 Closed
ZIG
1086
Zullo Investment Group
Pennsylvania
– -$18.4K -531 Closed
OA
1087
Operose Advisors
Wisconsin
– -$17.3K -501 Closed
FWA
1088
Freedom Wealth Alliance
Wisconsin
– -$17.3K -500 Closed
CMP
1089
Coston McIsaac & Partners
Maine
– -$17 -494 Closed
MS
1090
Madden Securities
Texas
– -$13.8K -400 Closed
MGI
1091
MayTech Global Investments
New York
– -$13.5K -390 Closed
MSFP
1092
Mark Sheptoff Financial Planning
Connecticut
– -$10.4K -300 Closed
TWA
1093
TCI Wealth Advisors
Arizona
– -$8.37K -242 Closed
CAS
1094
Coppell Advisory Solutions
Texas
– -$5.71K -165 Closed
CASC
1095
Coppell Advisory Solutions Corp
Texas
– -$5.71K -165 Closed
GMA
1096
Glassy Mountain Advisors
Maryland
– -$4.84K -140 Closed
HBW
1097
Hazlett, Burt & Watson
West Virginia
– -$4K -115 Closed
AF
1098
Affiance Financial
Minnesota
– -$3.94K -114 Closed
CPFP
1099
Clear Perspectives Financial Planning
Ohio
– -$1.38K -40 Closed
GIA
1100
GHP Investment Advisors
Colorado
– -$1.18K -34 Closed
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