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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
1
Jane Street
New York
$264M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.41B
3
LPL Financial
3
LPL Financial
California
$218M
4
Citigroup
4
Citigroup
New York
$253M
5
PCA
5
Personal Capital Advisors
California
$444M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$679M
2
PCP
2
Proficio Capital Partners
Massachusetts
$77.2M
3
Wells Fargo
3
Wells Fargo
California
$386M
4
FFA
4
First Foundation Advisors
California
$21.8M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
176
Fifth Third Securities
Ohio
$8.66M -$1.57M -49,882 -15%
MNG
177
Manning & Napier Group
New York
$8.61M -$9.06M – –
SWP
178
Stratos Wealth Partners
Ohio
$8.56M -$26.5M -841,438 -76%
NPP
179
New Potomac Partners
Maryland
$8.53M -$171K -5,430 -2%
Renaissance Technologies
180
Renaissance Technologies
New York
$8.53M +$7.21M +228,600 +546%
LG
181
Leuthold Group
Minnesota
$8.28M +$80.5K +2,553 +1%
HNB
182
Huntington National Bank
Ohio
$8.14M -$11M – –
JFA
183
JNBA Financial Advisors
Minnesota
$7.98M -$65.3K -2,070 -0.8%
IMC Chicago
184
IMC Chicago
Illinois
$7.94M +$7.94M +251,809 New
SIAG
185
Signet Investment Advisory Group
Rhode Island
$7.84M +$75.2K +2,386 +1%
TWM
186
TMD Wealth Management
Arizona
$7.66M -$16.1K -511 -0.2%
SC
187
Sinecera Capital
Texas
$7.61M -$102K -3,239 -1%
FIA
188
Foundations Investment Advisors
Arizona
$7.56M +$800K +25,382 +12%
FPCM
189
Financial Partners Capital Management
New York
$7.55M -$457K -14,479 -6%
CCA
190
Checchi Capital Advisers
California
$7.37M +$7.37M +233,803 New
WLIM
191
White Lighthouse Investment Management
Massachusetts
$7.33M +$84.2K +2,672 +1%
PHIMC
192
Private Harbour Investment Management & Counsel
Ohio
$7.28M -$292K -9,262 -4%
ULWM
193
Upper Left Wealth Management
Florida
$7.23M -$37.7K -1,172 -0.5%
WC
194
Whitney & Co
New York
$7.14M +$194K +6,159 +3%
HFA
195
Highland Financial Advisors
New Jersey
$7.14M -$16.5K -522 -0.2%
BL
196
BCWM LLC
Kansas
$6.97M +$130K +4,123 +2%
AWM
197
AE Wealth Management
Kansas
$6.84M +$695K +22,043 +11%
PFO
198
Pathstone Family Office
New Jersey
$6.77M +$3.39M +107,410 +100%
SIC
199
Sigma Investment Counselors
Michigan
$6.73M +$4.48K +142 +0.1%
FAT
200
First American Trust
California
$6.67M +$123K +3,889 +2%
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