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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 %
MIA
176
MainStreet Investment Advisors
Illinois
$8.09M -$5.32M -153,679 -40%
PHIMC
177
Private Harbour Investment Management & Counsel
Ohio
$7.99M +$4.32K +125 +0.1%
FCM
178
Fourpath Capital Management
Oklahoma
$7.85M -$8.48M -245,056 -52%
FPCM
179
Financial Partners Capital Management
New York
$7.81M -$470K -13,592 -6%
SC
180
Sinecera Capital
Texas
$7.78M -$578K -16,649 -7%
ACP
181
Aveo Capital Partners
Colorado
$7.77M +$1.58M +45,812 +26%
BL
182
BCWM LLC
Kansas
$7.7M +$59.4K +1,717 +0.8%
HFA
183
Highland Financial Advisors
New Jersey
$7.69M -$144K -4,163 -2%
CCA
184
Checchi Capital Advisers
California
$7.67M -$420K -12,141 -5%
PFO
185
Pathstone Family Office
New Jersey
$7.66M +$876K +27,750 +13%
Toronto Dominion Bank
186
Toronto Dominion Bank
Ontario, Canada
$7.61M -$6.22M -180,000 -45%
ULWM
187
Upper Left Wealth Management
Florida
$7.54M -$236K -6,837 -3%
WAM
188
Wallington Asset Management
Indiana
$7.43M +$298K +8,622 +4%
NPP
189
New Potomac Partners
Maryland
$7.43M -$1.93M -55,770 -21%
EW
190
Evoke Wealth
California
$7.41M +$589K +17,035 +9%
BPA
191
Beacon Pointe Advisors
California
$7.36M +$1.16M +33,577 +19%
SIC
192
Sigma Investment Counselors
Michigan
$7.34M -$46.7K -1,350 -0.6%
FAT
193
First American Trust
California
$7.34M +$21.2K +612 +0.3%
HNB
194
Huntington National Bank
Ohio
$7.16M -$8.14M – –
FWM
195
Forza Wealth Management
Florida
$7.11M +$7.11M +205,449 New
CIM
196
Confluence Investment Management
Missouri
$6.85M -$5.75M -166,311 -46%
IA
197
IFP Advisors
Florida
$6.72M -$2.39M -65,709 -26%
ANTB
198
AMG National Trust Bank
Colorado
$6.7M +$54.8K +1,583 +0.8%
OFW
199
Omnia Family Wealth
Florida
$6.66M +$3.36M +97,093 +102%
LIM
200
Leavell Investment Management
Alabama
$6.53M +$867K +25,055 +15%
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