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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 %
DIP
151
DT Investment Partners
Pennsylvania
$10.5M +$17.7K +507 +0.2%
FA
152
Faithward Advisors
Pennsylvania
$10.4M -$303K -8,215 -3%
LFA
153
Legend Financial Advisors
Pennsylvania
$10.4M +$11.3K +324 +0.1%
PI
154
Parkside Investments
Illinois
$10.3M +$66K +1,885 +0.6%
FTS
155
Fifth Third Securities
Ohio
$10.3M -$38.8K -1,108 -0.4%
Mirae Asset Global Investments
156
Mirae Asset Global Investments
South Korea
$10.1M -$9.1M -260,141 -47%
ACM
157
Arlington Capital Management
Illinois
$9.93M -$28.7K -820 -0.3%
CWM
158
Chemistry Wealth Management
New York
$9.89M +$10.6K +303 +0.1%
TA
159
Townsend & Associates
Colorado
$9.82M +$5.47M +143,998 +126%
ST
160
Sentinel Trust
Texas
$9.74M -$368K -10,521 -4%
Goldman Sachs
161
Goldman Sachs
New York
$9.73M -$12.2M -347,923 -56%
BBVA
162
Banco Bilbao Vizcaya Argentaria
Spain
$9.69M -$31.5K -916 -0.3%
LCM
163
LVM Capital Management
Michigan
$9.69M -$121K -3,449 -1%
New York State Common Retirement Fund
164
New York State Common Retirement Fund
New York
$9.65M +$4.75M +135,700 +97%
Wellington Management Group
165
Wellington Management Group
Massachusetts
$9.65M +$4.75M +135,700 +97%
PWM
166
Perigon Wealth Management
California
$9.57M -$328K -9,374 -3%
VHAM
167
Van Hulzen Asset Management
California
$9.56M +$122K +3,486 +1%
William Blair & Company
168
William Blair & Company
Illinois
$9.26M -$4.52M -129,128 -33%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$9.05M +$7.81M +223,125 +630%
TWM
170
TMD Wealth Management
Arizona
$9.02M +$267K +7,643 +3%
UB
171
UMB Bank
Missouri
$8.99M -$72.3K -2,067 -0.8%
PC
172
Permanens Capital
New York
$8.97M -$2.46M -70,215 -22%
RL
173
Rogco LP
Oklahoma
$8.95M +$8.95M +255,684 New
Twin Tree Management
174
Twin Tree Management
Texas
$8.9M -$2.75M -78,592 -24%
MCM
175
Morton Capital Management
California
$8.87M +$79.2K +2,263 +0.9%
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