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iShares Gold Trust
IAU

Overview Fund Activity

1,058 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 346 increasing their positions, 386 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+26
Holders Change %
+2.52%
% of All Funds
16.69%
Holding in Top 10
93
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.71%
% of All Funds
1.47%
New
87
Increased
346
Reduced
386
Closed
49
Calls
$191M
Puts
$151M
Net Calls
+$39.7M
Net Calls Change
-$98.7M

Top Buyers

1
MB
1
Mizuho Bank
Japan
$291M
2
Jane Street
2
Jane Street
New York
$99.4M
3
Ameriprise
3
Ameriprise
Minnesota
$261M
4
WI
4
WealthNavi Inc
Japan
$84.5M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$175M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$66M
2
BA
2
Bridgewater Associates
Connecticut
$3.47M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$844M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$236M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$17.9M +$485K +13,320 +3%
OIA
102
OneDigital Investment Advisors
Kansas
$17.9M +$212K +5,814 +1%
KFP
103
KB Financial Partners
New Jersey
$17.4M +$162K +4,444 +0.9%
QC
104
Quent Capital
New York
$17.1M -$1.11M -30,435 -6%
TFCP
105
Twin Focus Capital Partners
Massachusetts
$17M +$32.5K +893 +0.2%
WMG
106
WESCAP Management Group
California
$16.8M -$139K -3,809 -0.8%
CI
107
CX Institutional
Indiana
$16.7M -$622K -17,086 -4%
AWM
108
AE Wealth Management
Kansas
$16.6M +$3.89M +106,809 +31%
SS
109
Sunbelt Securities
Texas
$16M +$3.8M +104,401 +31%
CIBC World Market
110
CIBC World Market
Ontario, Canada
$16M +$1.55M +42,668 +11%
GVAG
111
Great Valley Advisor Group
Delaware
$15.7M +$1.35M +37,024 +9%
NAM
112
NorthCrest Asset Manangement
Minnesota
$15.7M -$137K -3,767 -0.9%
EPM
113
Elm Partners Management
Pennsylvania
$15.6M +$1.12M +30,837 +8%
CPCM
114
Cardinal Point Capital Management
Ontario, Canada
$15.6M -$629K -17,286 -4%
IFO
115
Independent Family Office
New York
$15.4M -$364K -10,000 -2%
SC
116
Sagil Capital
United Kingdom
$15.1M -$3.09M -85,000 -17%
JF
117
JSF Financial
California
$15.1M +$10.3M +284,087 +218%
ST
118
Spinnaker Trust
Maine
$14.5M -$300K -8,248 -2%
QIM
119
Quest Investment Management
Oregon
$14.4M – – –
CC
120
Cadinha & Co
Hawaii
$14.4M +$12.6M +347,068 +714%
William Blair & Company
121
William Blair & Company
Illinois
$14.3M +$5.65M +155,192 +65%
MWA
122
Meridian Wealth Advisors
Texas
$14.2M +$7.39K +203 +0.1%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$14.1M +$438K +12,025 +3%
PCIG
124
Partners Capital Investment Group
Massachusetts
$13.9M +$12.4M +340,881 +810%
STA
125
Summit Trail Advisors
New York
$13.8M -$3.18M -87,340 -19%
3 4
5
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