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

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$66M
2
BA
Bridgewater Associates
Connecticut
$3.47M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$844M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$236M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
126
James Investment Research
Ohio
$13.7M +$13.7M +377,209 New
EWA
127
EverSource Wealth Advisors
Alabama
$13.5M +$1.87M +51,298 +16%
BAM
128
Brave Asset Management
New Jersey
$13.4M +$13.4M +367,328 New
VCM
129
Vision Capital Management
Oregon
$13.3M +$70K +1,923 +0.5%
FA
130
FDx Advisors
Illinois
$13.3M +$1.53M +41,909 +13%
FFA
131
First Foundation Advisors
California
$13M -$780K -21,432 -6%
FIA
132
Foundations Investment Advisors
Arizona
$12.8M +$2M +54,866 +18%
CA
133
Cambridge Associates
Massachusetts
$12.8M +$3.96M +108,695 +45%
OAM
134
Oppenheimer Asset Management
New York
$12.8M -$155K -4,257 -1%
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$12.8M +$1.15M +31,642 +10%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$12.7M -$20M -550,000 -61%
RCA
137
Resonant Capital Advisors
Wisconsin
$12.6M +$563K +15,485 +5%
SFP
138
Sterling Financial Planning
New Jersey
$12.5M -$108K -2,977 -0.9%
NA
139
Nottingham Advisors
New York
$12.5M -$1.41M -38,849 -10%
BWP
140
Baldwin Wealth Partners
Massachusetts
$12.4M -$84.1K -2,311 -0.7%
BF
141
BOK Financial
Oklahoma
$12.4M -$73.9K -2,030 -0.6%
TW
142
Transform Wealth
Colorado
$12.3M -$51.1K -1,403 -0.4%
Prudential Financial
143
Prudential Financial
New Jersey
$12.3M +$838K +23,030 +7%
Twin Tree Management
144
Twin Tree Management
Texas
$12.1M -$9.44M -259,394 -44%
SRC
145
Sage Rhino Capital
California
$12.1M -$76.7K -2,107 -0.6%
AssetMark Inc
146
AssetMark Inc
California
$12M +$1.87M +51,506 +19%
PC
147
Permanens Capital
New York
$11.9M -$10.1M -278,400 -46%
TCCM
148
Timber Creek Capital Management
Massachusetts
$11.9M -$638K -17,535 -5%
KAS
149
Kestra Advisory Services
Texas
$11.6M +$3.99M +109,509 +52%
CGPCS
150
Capital Group Private Client Services
California
$11.6M -$2.05M -56,311 -15%
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