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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
Jane Street
New York
$264M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.41B
3
LPL Financial
LPL Financial
California
$218M
4
Citigroup
Citigroup
New York
$253M
5
PCA
Personal Capital Advisors
California
$444M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$679M
2
PCP
Proficio Capital Partners
Massachusetts
$77.2M
3
Wells Fargo
Wells Fargo
California
$386M
4
FFA
First Foundation Advisors
California
$21.8M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
151
Kestra Advisory Services
Texas
$10.4M -$1.81M -57,260 -15%
SFP
152
Sterling Financial Planning
New Jersey
$10.3M +$1.71M +54,078 +20%
VCM
153
Verger Capital Management
North Carolina
$10.3M +$2.72M +86,175 +36%
LFA
154
Legend Financial Advisors
Pennsylvania
$10.2M -$325K -10,321 -3%
STA
155
Summit Trail Advisors
New York
$10.1M -$4.98K -158 -0%
DIP
156
DT Investment Partners
Pennsylvania
$10.1M +$10.1M +319,364 New
ST
157
Sentinel Trust
Texas
$10M -$42.9K -1,362 -0.4%
AIS
158
American Investment Services
Massachusetts
$9.98M -$244K -7,730 -2%
RCA
159
Resonant Capital Advisors
Wisconsin
$9.7M -$2.83M -89,874 -23%
MCM
160
Morton Capital Management
California
$9.69M +$120K +3,805 +1%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$9.66M +$2.66M +84,234 +38%
VHAM
162
Van Hulzen Asset Management
California
$9.58M +$5.91M +187,403 +161%
MHP
163
Manatuck Hill Partners
Connecticut
$9.46M +$9.46M +300,000 New
HCM
164
Howland Capital Management
Massachusetts
$9.34M +$67.6K +2,144 +0.7%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$9.33M -$82.4K -2,612 -0.9%
MA
166
Modus Advisors
Minnesota
$9.25M +$82.1K +2,605 +0.9%
GP
167
Greenline Partners
New York
$9.25M -$23.8M -755,478 -72%
CF
168
Clarity Financial
Texas
$9.25M -$13M -413,771 -59%
LWA
169
Lowe Wealth Advisors
Maryland
$9.24M -$4.85M -153,918 -34%
BL
170
BFSG LLC
California
$9.1M -$723K -22,936 -7%
IA
171
IFP Advisors
Florida
$9.08M -$4.18M -115,243 -32%
William Blair & Company
172
William Blair & Company
Illinois
$8.86M -$9.24M -293,008 -51%
CWM
173
Chemistry Wealth Management
New York
$8.72M +$199K +6,315 +2%
LCM
174
LVM Capital Management
Michigan
$8.67M +$55.9K +1,772 +0.6%
AFA
175
AllGen Financial Advisors
Florida
$8.66M +$2.49M +85,942 +40%
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