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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 %
AIS
151
American Investment Services
Massachusetts
$11.3M – – –
KWM
152
Kingsview Wealth Management
Oregon
$11.3M +$7.46M +199,750 +195%
MA
153
Modus Advisors
Minnesota
$11.2M -$271K -7,245 -2%
FCM
154
Fourpath Capital Management
Oklahoma
$11.2M +$2.74M +73,326 +32%
SPIA
155
Steward Partners Investment Advisory
New York
$11.2M +$4.51M +120,590 +68%
FA
156
FDx Advisors
Illinois
$11.2M – – –
FIA
157
Foundations Investment Advisors
Arizona
$11.1M +$1.12M +30,089 +11%
ST
158
Sentinel Trust
Texas
$11.1M -$348K -9,321 -3%
DIP
159
DT Investment Partners
Pennsylvania
$11M -$1.02M -27,258 -8%
HCM
160
Howland Capital Management
Massachusetts
$10.8M +$211K +5,633 +2%
Prudential Financial
161
Prudential Financial
New Jersey
$10.8M +$921K +26,838 +9%
BL
162
BFSG LLC
California
$10.7M +$52.8K +1,412 +0.5%
ACM
163
Arlington Capital Management
Illinois
$10.7M +$10.7M +285,644 New
CWM
164
Chemistry Wealth Management
New York
$10.5M +$213K +5,704 +2%
ACP
165
Aveo Capital Partners
Colorado
$10.4M +$2M +53,447 +24%
AssetMark Inc
166
AssetMark Inc
California
$10.4M +$4.13M +110,448 +66%
LCM
167
LVM Capital Management
Michigan
$10.1M +$81.6K +2,183 +0.8%
SL
168
Systelligence LLC
Minnesota
$10.1M -$313K -8,382 -3%
VHAM
169
Van Hulzen Asset Management
California
$10M -$1.97M -52,696 -16%
TWA
170
TPB Wealth Advisors
Texas
$10M +$4.33M +115,798 +76%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$10M +$3.42M +91,504 +52%
LG
172
Leuthold Group
Minnesota
$9.98M -$87.8K -2,349 -0.9%
LWA
173
Lowe Wealth Advisors
Maryland
$9.88M -$207K -5,536 -2%
UB
174
UMB Bank
Missouri
$9.63M +$6.24M +166,928 +184%
SMDAM
175
Sumitomo Mitsui DS Asset Management
Japan
$9.59M +$16.3K +436 +0.2%
5 6
7
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