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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 %
STA
151
Summit Trail Advisors
New York
$10M -$1.06M -30,503 -10%
Prudential Financial
152
Prudential Financial
New Jersey
$9.94M -$3.85M -111,439 -28%
BL
153
BFSG LLC
California
$9.87M -$111K -3,197 -1%
William Blair & Company
154
William Blair & Company
Illinois
$9.85M +$131K +3,791 +1%
HCM
155
Howland Capital Management
Massachusetts
$9.79M -$464K -13,427 -5%
AWM
156
AE Wealth Management
Kansas
$9.69M +$2.19M +63,221 +29%
MCM
157
Morton Capital Management
California
$9.62M -$1.01M -29,091 -9%
SL
158
Systelligence LLC
Minnesota
$9.61M -$3.41M -98,606 -26%
CWM
159
Chemistry Wealth Management
New York
$9.53M -$44.6K -1,288 -0.5%
EWA
160
EverSource Wealth Advisors
Alabama
$9.48M +$9.26M +267,780 +4,293%
LWA
161
Lowe Wealth Advisors
Maryland
$9.33M -$803K -23,201 -8%
LG
162
Leuthold Group
Minnesota
$9.31M +$227K +6,575 +3%
LCM
163
LVM Capital Management
Michigan
$9.28M -$236K -6,815 -2%
FIA
164
Foundations Investment Advisors
Arizona
$9.27M +$971K +28,059 +12%
SWP
165
Stratos Wealth Partners
Ohio
$9.14M -$255K -7,373 -3%
FTS
166
Fifth Third Securities
Ohio
$8.96M -$537K -15,534 -6%
KAS
167
Kestra Advisory Services
Texas
$8.88M -$2.48M -71,738 -22%
SMDAM
168
Sumitomo Mitsui DS Asset Management
Japan
$8.86M +$3.22M +93,000 +57%
JFA
169
JNBA Financial Advisors
Minnesota
$8.79M +$32.7K +946 +0.4%
SIAG
170
Signet Investment Advisory Group
Rhode Island
$8.67M +$62K +1,791 +0.7%
PWM
171
Perigon Wealth Management
California
$8.64M +$5.01M +144,945 +138%
WLIM
172
White Lighthouse Investment Management
Massachusetts
$8.54M +$500K +14,456 +6%
TWM
173
TMD Wealth Management
Arizona
$8.34M -$67.3K -1,947 -0.8%
VCM
174
Verger Capital Management
North Carolina
$8.27M -$2.98M -86,175 -26%
CA
175
Cambridge Associates
Massachusetts
$8.13M -$11.8M -341,168 -59%
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