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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 %
PI
101
Parkside Investments
Illinois
$19.9M -$59.6K -1,596 -0.3%
TWC
102
TD Waterhouse Canada
Ontario, Canada
$18.9M -$228K -4,820 -1%
SFG
103
Sowa Financial Group
Rhode Island
$18.8M -$285K -7,618 -1%
SC
104
Sagil Capital
United Kingdom
$18.7M -$4.48M -120,000 -19%
QC
105
Quent Capital
New York
$18.7M -$616K -16,486 -3%
OIA
106
OneDigital Investment Advisors
Kansas
$18.1M +$17.8M +476,279 +5,477%
CI
107
CX Institutional
Indiana
$17.9M +$17.5M +466,052 +4,718%
CAN
108
Cetera Advisor Networks
California
$17.9M +$715K +19,122 +4%
KFP
109
KB Financial Partners
New Jersey
$17.7M +$36.5K +978 +0.2%
TFCP
110
Twin Focus Capital Partners
Massachusetts
$17.5M -$118K -3,150 -0.7%
WMG
111
WESCAP Management Group
California
$17.4M -$2.62M -70,242 -13%
STA
112
Summit Trail Advisors
New York
$17.4M +$6.54M +174,936 +60%
CPWMP
113
Cardinal Point Wealth Management Partners
California
$16.7M +$1.12M +30,089 +7%
CPCM
114
Cardinal Point Capital Management
Ontario, Canada
$16.7M +$1.12M +30,089 +7%
NAM
115
NorthCrest Asset Manangement
Minnesota
$16.2M +$15.9M +424,823 +4,511%
IFO
116
Independent Family Office
New York
$16.2M -$12.1K -324 -0.1%
ST
117
Spinnaker Trust
Maine
$15.2M -$150K -4,005 -1%
EPM
118
Elm Partners Management
Pennsylvania
$14.9M +$7.91M +211,558 +114%
CIBC World Market
119
CIBC World Market
Ontario, Canada
$14.8M +$3.47M +92,839 +31%
QIM
120
Quest Investment Management
Oregon
$14.8M – – –
GVAG
121
Great Valley Advisor Group
Delaware
$14.7M +$11.4M +304,339 +339%
MWA
122
Meridian Wealth Advisors
Texas
$14.6M +$80.8K +2,163 +0.6%
NA
123
Nottingham Advisors
New York
$14.3M -$748K -20,015 -5%
FFA
124
First Foundation Advisors
California
$14.2M -$2.31M -61,755 -14%
CGPCS
125
Capital Group Private Client Services
California
$14M +$277K +7,406 +2%
3 4
5
6 7