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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 %
VFIC
1076
Valley Forge Investment Consultants
Pennsylvania
– -$208K -5,722 Closed
CNWM
1077
Clay Northam Wealth Management
California
– -$208K -5,711 Closed
DPI
1078
Diversified Portfolios Inc
Michigan
– -$203K -5,584 Closed
DT
1079
Diversified Trust
Tennessee
– -$202K -5,543 Closed
SWP
1080
Summit Wealth Partners
Florida
– -$201K -5,515 Closed
SMH
1081
Sanders Morris Harris
Texas
– -$200K -5,498 Closed
PIAS
1082
PCA Investment Advisory Services
Ohio
– -$143K -3,933 Closed
WP
1083
WealthPLAN Partners
Nebraska
– -$136K -3,736 Closed
Jones Financial Companies
1084
Jones Financial Companies
Missouri
– -$128K -3,506 Closed
ST
1085
Smithfield Trust
Pennsylvania
– -$96K -2,500 Closed
OP
1086
ORG Partners
Indiana
– -$79.1K -2,167 Closed
FA
1087
Fiduciary Alliance
South Carolina
– -$61.6K -1,692 Closed
CFO
1088
CVA Family Office
Colorado
– -$57K -1,565 Closed
MCI
1089
MRP Capital Investments
Georgia
– -$54.6K -1,500 Closed
TC
1090
Trust Company
Kansas
– -$37.8K -1,040 Closed
PCA
1091
Providence Capital Advisors
North Carolina
– -$25K -686 Closed
HS
1092
Horan Securities
United States
– -$20.9K -575 Closed
VWM
1093
Valley Wealth Managers
New Jersey
– -$20.9K -575 Closed
SF
1094
Safeguard Financial
Wisconsin
– -$19K -538 Closed
CWM
1095
Compass Wealth Management
Connecticut
– -$10.4K -285 Closed
VF
1096
VitalStone Financial
Texas
– -$10K -256 Closed
IRAG
1097
Investment Research & Advisory Group
Georgia
– -$8.33K -229 Closed
AIP
1098
Ameritas Investment Partners
Nebraska
– -$5.46K -150 Closed
BSB
1099
Bangor Savings Bank
Maine
– -$4K -110 Closed
TF
1100
Tompkins Financial
New York
– -$3.42K -94 Closed
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