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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 %
MCM
176
Morton Capital Management
California
$9.56M -$839K -22,440 -8%
BHWA
177
Beacon Harbor Wealth Advisors
Virginia
$9.44M +$9.44M +252,575 New
FTS
178
Fifth Third Securities
Ohio
$9.4M -$284K -7,602 -3%
JFA
179
JNBA Financial Advisors
Minnesota
$9.37M -$125K -3,348 -1%
TWM
180
TMD Wealth Management
Arizona
$9.27M +$267K +7,134 +3%
PWM
181
Perigon Wealth Management
California
$9.14M -$189K -5,046 -2%
CA
182
Cambridge Associates
Massachusetts
$9.09M +$306K +8,195 +3%
William Blair & Company
183
William Blair & Company
Illinois
$8.91M -$1.73M -46,329 -16%
WLIM
184
White Lighthouse Investment Management
Massachusetts
$8.79M -$432K -11,562 -5%
BP
185
Ballentine Partners
Massachusetts
$8.63M +$3.9M +104,385 +82%
MIA
186
MainStreet Investment Advisors
Illinois
$8.61M -$126K -3,363 -1%
BPA
187
Beacon Pointe Advisors
California
$8.55M +$592K +15,842 +7%
PHIMC
188
Private Harbour Investment Management & Counsel
Ohio
$8.5M -$129K -3,454 -1%
BL
189
BCWM LLC
Kansas
$8.36M +$38.9K +1,041 +0.5%
CCA
190
Checchi Capital Advisers
California
$8.34M +$59.7K +1,597 +0.7%
SC
191
Sinecera Capital
Texas
$8.29M -$82.1K -2,196 -1%
SIAG
192
Signet Investment Advisory Group
Rhode Island
$8.28M -$1.09M -29,060 -12%
HFA
193
Highland Financial Advisors
New Jersey
$8.28M -$33.5K -896 -0.4%
WAM
194
Wallington Asset Management
Indiana
$8.11M +$83.2K +2,225 +1%
NPP
195
New Potomac Partners
Maryland
$8.01M -$15.4K -412 -0.2%
ULWM
196
Upper Left Wealth Management
Florida
$7.95M -$199K -5,334 -2%
SIC
197
Sigma Investment Counselors
Michigan
$7.85M -$75K -2,007 -0.9%
KAS
198
Kestra Advisory Services
Texas
$7.84M -$1.75M -46,869 -18%
FWM
199
Forza Wealth Management
Florida
$7.76M +$78.1K +2,090 +1%
GFS
200
GYL Financial Synergies
Connecticut
$7.68M +$7.68M +205,415 New
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