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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 %
ST
126
Spinnaker Trust
Maine
$13.3M -$4.56M -144,662 -26%
Toronto Dominion Bank
127
Toronto Dominion Bank
Ontario, Canada
$12.6M +$3.15M +100,000 +33%
Prudential Financial
128
Prudential Financial
New Jersey
$12.6M -$1.12M -35,594 -8%
QIM
129
Quest Investment Management
Oregon
$12.5M – – –
AWS
130
Atria Wealth Solutions
New York
$12.4M +$909K +28,817 +8%
MIA
131
MainStreet Investment Advisors
Illinois
$12.2M – – –
FA
132
Faithward Advisors
Pennsylvania
$12.1M +$2.08M +66,098 +21%
MWA
133
Meridian Wealth Advisors
Texas
$12M +$219K +6,931 +2%
SL
134
Systelligence LLC
Minnesota
$11.9M – – –
SRC
135
Sage Rhino Capital
California
$11.9M -$1.08M -34,382 -8%
BF
136
BOK Financial
Oklahoma
$11.8M +$13.9K +442 +0.1%
VCM
137
Vision Capital Management
Oregon
$11.7M +$126K +3,998 +1%
SS
138
Sunbelt Securities
Texas
$11.7M -$509K -16,129 -4%
CGPCS
139
Capital Group Private Client Services
California
$11.6M +$2M +63,499 +21%
OAM
140
Oppenheimer Asset Management
New York
$11.5M -$125K -3,968 -1%
CIM
141
Confluence Investment Management
Missouri
$11.5M -$4.12M -130,815 -26%
OPCM
142
Osborne Partners Capital Management
California
$11.5M +$175K +5,564 +2%
Citadel Advisors
143
Citadel Advisors
Florida
$11.4M +$6.5M +206,099 +134%
Goldman Sachs
144
Goldman Sachs
New York
$11.2M -$2.97M -94,268 -21%
TCCM
145
Timber Creek Capital Management
Massachusetts
$11M -$3.8M -120,399 -26%
CAN
146
Cetera Advisor Networks
California
$10.9M -$4.26M -135,022 -28%
APA
147
American Portfolios Advisors
New York
$10.9M -$1.75M -55,503 -14%
CPWMP
148
Cardinal Point Wealth Management Partners
California
$10.8M +$248K +7,708 +2%
ARMC
149
American Research & Management Company
Massachusetts
$10.5M -$85.8K -2,721 -0.8%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$10.4M +$96.3K +3,066 +0.9%
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6
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