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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 %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$14M -$1.07M -28,533 -7%
AWS
127
Atria Wealth Solutions
New York
$13.8M +$192K +5,144 +1%
OPCM
128
Osborne Partners Capital Management
California
$13.6M -$73.5K -1,968 -0.5%
VCM
129
Vision Capital Management
Oregon
$13.6M -$315K -8,430 -2%
BIP
130
Blueprint Investment Partners
North Carolina
$13.6M +$13.6M +364,072 New
OAM
131
Oppenheimer Asset Management
New York
$13.3M -$292K -7,825 -2%
AWM
132
AE Wealth Management
Kansas
$13.1M +$2.6M +69,527 +25%
SFP
133
Sterling Financial Planning
New Jersey
$13M +$367K +9,813 +3%
BWP
134
Baldwin Wealth Partners
Massachusetts
$12.9M -$680K -18,204 -5%
VCM
135
Verger Capital Management
North Carolina
$12.8M +$3.91M +104,525 +44%
TCCM
136
Timber Creek Capital Management
Massachusetts
$12.8M -$108K -2,899 -0.8%
BF
137
BOK Financial
Oklahoma
$12.8M -$2.72M -72,659 -17%
TW
138
Transform Wealth
Colorado
$12.7M +$6.41M +171,446 +101%
SS
139
Sunbelt Securities
Texas
$12.6M +$833K +22,182 +7%
SRC
140
Sage Rhino Capital
California
$12.5M -$53.6K -1,433 -0.4%
RCA
141
Resonant Capital Advisors
Wisconsin
$12.3M +$647K +17,319 +6%
Cohen & Steers
142
Cohen & Steers
New York
$12.2M -$3.34M -89,400 -21%
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$12M -$490K -13,003 -4%
EWA
144
EverSource Wealth Advisors
Alabama
$11.9M +$1.67M +44,693 +16%
New York State Common Retirement Fund
145
New York State Common Retirement Fund
New York
$11.8M +$11.8M +316,504 New
LFA
146
Legend Financial Advisors
Pennsylvania
$11.7M -$277K -7,410 -2%
CWP
147
Cyndeo Wealth Partners
Florida
$11.7M +$153K +4,106 +1%
CFG
148
Citizens Financial Group
Rhode Island
$11.6M +$11.6M +311,399 New
BCM
149
Brookstone Capital Management
Illinois
$11.5M -$17.6M -465,788 -60%
FA
150
Faithward Advisors
Pennsylvania
$11.4M -$5.73M -150,128 -33%
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