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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 %
DADC
126
D.A. Davidson & Co
Montana
$12.9M -$3.2M -92,638 -20%
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$12.7M +$8.2M +237,090 +181%
CGPCS
128
Capital Group Private Client Services
California
$12.7M +$14.3K +413 +0.1%
OPCM
129
Osborne Partners Capital Management
California
$12.7M +$111K +3,222 +0.9%
AWS
130
Atria Wealth Solutions
New York
$12.6M -$1.01M -29,302 -7%
OAM
131
Oppenheimer Asset Management
New York
$12.6M -$48.7K -1,407 -0.4%
BWP
132
Baldwin Wealth Partners
Massachusetts
$12.5M +$11.2M +324,304 +858%
TCCM
133
Timber Creek Capital Management
Massachusetts
$12M -$89.8K -2,595 -0.7%
WI
134
WealthNavi Inc
Japan
$11.8M +$11.8M +339,735 New
BFEC
135
Benjamin F. Edwards & Company
Missouri
$11.7M -$13.2M -381,792 -53%
SFP
136
Sterling Financial Planning
New Jersey
$11.7M +$389K +11,239 +3%
SRC
137
Sage Rhino Capital
California
$11.6M -$1.4M -40,581 -11%
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$11.5M +$34.5K +997 +0.3%
AIS
139
American Investment Services
Massachusetts
$11.3M +$390K +11,270 +4%
FA
140
FDx Advisors
Illinois
$11.2M -$3.58M -103,619 -24%
LFA
141
Legend Financial Advisors
Pennsylvania
$11.1M -$102K -2,941 -0.9%
VHAM
142
Van Hulzen Asset Management
California
$11.1M +$594K +17,177 +6%
DIP
143
DT Investment Partners
Pennsylvania
$11.1M +$50.2K +1,451 +0.5%
SS
144
Sunbelt Securities
Texas
$10.9M -$1.97M -56,967 -15%
RCA
145
Resonant Capital Advisors
Wisconsin
$10.8M +$184K +5,317 +2%
CWP
146
Cyndeo Wealth Partners
Florida
$10.7M +$10.7M +308,641 New
MA
147
Modus Advisors
Minnesota
$10.7M +$511K +14,774 +5%
ST
148
Sentinel Trust
Texas
$10.6M -$400K -11,551 -4%
CIBC World Market
149
CIBC World Market
Ontario, Canada
$10.5M +$4.91M +142,080 +88%
NW
150
Naviter Wealth
Arkansas
$10.4M -$12.8M -347,526 -55%
4 5
6
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