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iShares Gold Trust
IAU

Overview Fund Activity

1,009 hedge funds and large institutions have $16.4B invested in iShares Gold Trust in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 261 increasing their positions, 410 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+54
Holders Change %
+5.65%
% of All Funds
16.28%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.55%
New
137
Increased
261
Reduced
410
Closed
63
Calls
$39.2M
Puts
$3.61M
Net Calls
+$35.6M
Net Calls Change
-$26.7M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$298M
2
Cerity Partners
2
Cerity Partners
New York
$88.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$183M
5
ET
5
Equitable Trust
Tennessee
$69.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.62B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$921M
3
Jane Street
3
Jane Street
New York
$86.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$14.8M
5
Bank of America
5
Bank of America
North Carolina
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIC
101
Gamble Jones Investment Counsel
California
$18.4M -$543K -15,708 -3%
PI
102
Parkside Investments
Illinois
$18.4M +$1.01M +29,170 +6%
TWC
103
TD Waterhouse Canada
Ontario, Canada
$17.9M -$2.39M -53,946 -12%
QC
104
Quent Capital
New York
$17.8M +$281K +8,129 +2%
SFG
105
Sowa Financial Group
Rhode Island
$17.6M -$489K -14,147 -3%
KFP
106
KB Financial Partners
New Jersey
$16.3M -$1.15M -33,209 -7%
TFCP
107
Twin Focus Capital Partners
Massachusetts
$16.3M -$121K -3,509 -0.7%
CAN
108
Cetera Advisor Networks
California
$15.9M +$3.9M +112,686 +33%
FA
109
Faithward Advisors
Pennsylvania
$15.5M +$2.25M +64,973 +17%
FFA
110
First Foundation Advisors
California
$15.3M -$8.69M -251,103 -36%
CSIA
111
Carl Stuart Investment Advisor
Texas
$15.2M -$7.61M -219,876 -33%
IFO
112
Independent Family Office
New York
$15M +$286K +8,277 +2%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$14.8M -$143M -4,146,556 -91%
Cohen & Steers
114
Cohen & Steers
New York
$14.4M -$857K -24,783 -6%
BF
115
BOK Financial
Oklahoma
$14.4M +$1.4M +40,345 +11%
CPWMP
116
Cardinal Point Wealth Management Partners
California
$14.4M +$2.75M +79,513 +24%
CPCM
117
Cardinal Point Capital Management
Ontario, Canada
$14.4M +$14.4M +415,694 New
BAM
118
Brave Asset Management
New Jersey
$14.2M +$14.2M +411,873 New
ST
119
Spinnaker Trust
Maine
$14.2M -$366K -10,582 -3%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$13.9M +$3.7M +106,913 +36%
NA
121
Nottingham Advisors
New York
$13.9M -$2.05M -59,276 -13%
QIM
122
Quest Investment Management
Oregon
$13.7M – – –
MWA
123
Meridian Wealth Advisors
Texas
$13.4M +$277K +7,998 +2%
Comerica Bank
124
Comerica Bank
Texas
$13.2M +$12.9M +356,818 +4,615%
VCM
125
Vision Capital Management
Oregon
$12.9M +$40.2K +1,163 +0.3%
3 4
5
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