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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 %
MA
151
Modus Advisors
Minnesota
$11.6M +$616K +16,931 +6%
CFG
152
Citizens Financial Group
Rhode Island
$11.5M +$120K +3,292 +1%
CWP
153
Cyndeo Wealth Partners
Florida
$11.3M -$79.7K -2,191 -0.7%
BCM
154
Brookstone Capital Management
Illinois
$11.2M +$48.9K +1,342 +0.4%
DIP
155
DT Investment Partners
Pennsylvania
$11M +$223K +6,041 +2%
HCM
156
Howland Capital Management
Massachusetts
$10.9M +$386K +10,616 +4%
GCWM
157
Graham Capital Wealth Management
District of Columbia
$10.9M -$162K -4,462 -1%
KWM
158
Kingsview Wealth Management
Oregon
$10.8M -$179K -4,918 -2%
LFA
159
Legend Financial Advisors
Pennsylvania
$10.8M -$608K -16,698 -5%
CCA
160
Checchi Capital Advisers
California
$10.8M +$2.63M +72,229 +32%
BL
161
BFSG LLC
California
$10.7M +$300K +8,242 +3%
FTS
162
Fifth Third Securities
Ohio
$10.7M +$1.55M +42,485 +17%
PI
163
Parkside Investments
Illinois
$10.7M -$8.66M -238,072 -45%
EWM
164
Executive Wealth Management
Michigan
$10.6M +$5.65M +155,356 +115%
FA
165
Faithward Advisors
Pennsylvania
$10.5M -$289K -7,985 -3%
ST
166
Sentinel Trust
Texas
$10.5M -$267K -7,339 -2%
FTUS
167
Flow Traders U.S.
New York
$10.4M +$10.4M +285,641 New
ACM
168
Arlington Capital Management
Illinois
$10.4M -$36.1K -992 -0.3%
BBVA
169
Banco Bilbao Vizcaya Argentaria
Spain
$10.3M +$10.3M +283,020 New
PWM
170
Perigon Wealth Management
California
$10.3M +$1.4M +38,338 +16%
CWM
171
Chemistry Wealth Management
New York
$10.3M +$42.7K +1,173 +0.4%
LCM
172
LVM Capital Management
Michigan
$10.2M +$367K +10,074 +4%
Cohen & Steers
173
Cohen & Steers
New York
$9.99M -$1.92M -52,840 -16%
VHAM
174
Van Hulzen Asset Management
California
$9.82M +$56K +1,539 +0.6%
AIS
175
American Investment Services
Massachusetts
$9.81M -$2.12M -58,292 -18%
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