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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 %
FCM
126
Fourpath Capital Management
Oklahoma
$12.7M +$12.7M +363,058 New
AWM
127
AE Wealth Management
Kansas
$12.5M -$3.47M -99,163 -22%
PCIG
128
Partners Capital Investment Group
Massachusetts
$12.4M -$990K -28,305 -7%
RCA
129
Resonant Capital Advisors
Wisconsin
$12.3M +$201K +5,740 +2%
OAM
130
Oppenheimer Asset Management
New York
$12.2M -$54.9K -1,569 -0.4%
Bank Julius Baer & Co
131
Bank Julius Baer & Co
Switzerland
$12.2M -$11.9M -341,231 -49%
SFP
132
Sterling Financial Planning
New Jersey
$12.1M +$43.8K +1,253 +0.4%
AssetMark Inc
133
AssetMark Inc
California
$11.9M +$433K +12,375 +4%
FFA
134
First Foundation Advisors
California
$11.7M -$854K -24,395 -7%
BWP
135
Baldwin Wealth Partners
Massachusetts
$11.7M -$297K -8,497 -2%
SRC
136
Sage Rhino Capital
California
$11.6M -$42K -1,199 -0.4%
KAS
137
Kestra Advisory Services
Texas
$11.5M +$362K +10,341 +3%
SMDAM
138
Sumitomo Mitsui DS Asset Management
Japan
$11.4M +$2.15M +61,366 +23%
MA
139
Modus Advisors
Minnesota
$11.3M +$196K +5,608 +2%
HCM
140
Howland Capital Management
Massachusetts
$11.3M +$823K +23,517 +8%
TCCM
141
Timber Creek Capital Management
Massachusetts
$11.3M -$114K -3,272 -1%
DWM
142
Dakota Wealth Management
Florida
$11.2M +$10.9M +312,127 +3,671%
BCM
143
Brookstone Capital Management
Illinois
$11.2M -$243K -6,505 -2%
CGPCS
144
Capital Group Private Client Services
California
$11.1M -$4.41K -126 -0%
BPA
145
Beacon Pointe Advisors
California
$11M +$2.93M +83,680 +36%
STA
146
Summit Trail Advisors
New York
$11M -$2.26M -64,720 -17%
CWP
147
Cyndeo Wealth Partners
Florida
$10.9M +$11.2K +319 +0.1%
GCWM
148
Graham Capital Wealth Management
District of Columbia
$10.9M – – –
BL
149
BFSG LLC
California
$10.7M +$383K +10,936 +4%
Cohen & Steers
150
Cohen & Steers
New York
$10.5M +$915K +26,147 +10%
4 5
6
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