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iShares Gold Trust
IAU

Overview Fund Activity

955 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 269 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-49
Holders Change %
-4.88%
% of All Funds
16.51%
Holding in Top 10
99
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-18.85%
% of All Funds
1.71%
New
59
Increased
269
Reduced
427
Closed
90
Calls
$66.7M
Puts
$4.5M
Net Calls
+$62.2M
Net Calls Change
+$15.2M

Top Buyers

1
Jane Street
1
Jane Street
New York
$264M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.41B
3
LPL Financial
3
LPL Financial
California
$218M
4
Citigroup
4
Citigroup
New York
$253M
5
PCA
5
Personal Capital Advisors
California
$444M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$679M
2
PCP
2
Proficio Capital Partners
Massachusetts
$77.2M
3
Wells Fargo
3
Wells Fargo
California
$386M
4
FFA
4
First Foundation Advisors
California
$21.8M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
101
Mader & Shannon Wealth Management
Missouri
$19.2M -$5.01M -158,818 -21%
SC
102
Sagil Capital
United Kingdom
$18.9M +$6.94M +220,000 +58%
TWC
103
TD Waterhouse Canada
Ontario, Canada
$18.6M +$549K +13,458 +3%
KWILP
104
Kiwi Wealth Investments Limited Partnership
New Zealand
$18.5M – – –
CA
105
Cambridge Associates
Massachusetts
$18.2M – – –
ECG
106
EPIQ Capital Group
California
$18.1M +$316K +10,014 +2%
GJIC
107
Gamble Jones Investment Counsel
California
$17.3M +$8.1K +257 +0%
PAMS
108
Pictet Asset Management (Switzerland)
Switzerland
$17.1M -$9.01M -285,780 -35%
GMA
109
Goldstein Munger & Associates
California
$16.9M -$3.2M -101,453 -16%
SFG
110
Sowa Financial Group
Rhode Island
$16.5M -$246K -7,812 -1%
CCM
111
Covington Capital Management
California
$16.1M -$3.75M -118,867 -19%
QC
112
Quent Capital
New York
$16M +$506K +16,054 +3%
KFP
113
KB Financial Partners
New Jersey
$15.9M +$226K +7,153 +1%
PI
114
Parkside Investments
Illinois
$15.9M +$26.7K +848 +0.2%
KPW
115
Kore Private Wealth
New York
$15.9M -$5.96M -188,959 -27%
AC
116
Allstate Corporation
Illinois
$15.2M – – –
TFCP
117
Twin Focus Capital Partners
Massachusetts
$14.9M -$48.9K -1,551 -0.3%
FCM
118
Fourpath Capital Management
Oklahoma
$14.9M +$260K +8,237 +2%
NA
119
Nottingham Advisors
New York
$14.7M -$299K -9,394 -2%
DADC
120
D.A. Davidson & Co
Montana
$14.6M +$192K +6,089 +1%
NAM
121
NorthCrest Asset Manangement
Minnesota
$14.2M -$402K -12,761 -3%
Cohen & Steers
122
Cohen & Steers
New York
$13.9M +$3.65M +115,832 +36%
TF
123
TIAA FSB
Florida
$13.6M -$1.99M -63,060 -13%
IFO
124
Independent Family Office
New York
$13.4M +$990K +31,400 +8%
FA
125
FDx Advisors
Illinois
$13.4M -$751K -23,815 -5%
3 4
5
6 7