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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 %
QC
101
Quent Capital
New York
$16.6M +$178K +5,095 +1%
WMG
102
WESCAP Management Group
California
$16M -$195K -5,559 -1%
EWA
103
EverSource Wealth Advisors
Alabama
$15.3M +$2.34M +66,862 +18%
CPCM
104
Cardinal Point Capital Management
Ontario, Canada
$15.2M +$241K +6,897 +2%
IFO
105
Independent Family Office
New York
$15.2M +$328K +9,367 +2%
NAM
106
NorthCrest Asset Manangement
Minnesota
$14.8M -$238K -6,795 -2%
JF
107
JSF Financial
California
$14.7M +$185K +5,286 +1%
FIA
108
Foundations Investment Advisors
Arizona
$14.3M +$1.94M +55,392 +16%
CA
109
Cambridge Associates
Massachusetts
$14.3M +$1.93M +55,225 +16%
CIBC World Market
110
CIBC World Market
Ontario, Canada
$14.2M -$1.21M -34,484 -8%
ST
111
Spinnaker Trust
Maine
$14M +$24.1K +688 +0.2%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$13.9M +$7.51M +214,738 +117%
QIM
113
Quest Investment Management
Oregon
$13.9M – – –
SS
114
Sunbelt Securities
Texas
$13.8M -$1.64M -46,897 -11%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$13.8M +$1.64M +47,463 +14%
CCA
116
Checchi Capital Advisers
California
$13.6M +$3.27M +93,366 +32%
Citigroup
117
Citigroup
New York
$13.4M -$4.72M -134,925 -26%
JIR
118
James Investment Research
Ohio
$13.4M +$176K +5,020 +1%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$13.3M -$214K -6,105 -2%
MWA
120
Meridian Wealth Advisors
Texas
$13.2M -$408K -11,650 -3%
BAM
121
Brave Asset Management
New Jersey
$13.2M +$342K +9,771 +3%
AWS
122
Atria Wealth Solutions
New York
$13.1M -$4.8M -137,072 -27%
SC
123
Syon Capital
California
$12.8M +$12.8M +366,578 New
VCM
124
Vision Capital Management
Oregon
$12.8M -$1.02K -29 -0%
BF
125
BOK Financial
Oklahoma
$12.7M -$89.5K -2,381 -0.7%
3 4
5
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