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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 %
SPIA
176
Steward Partners Investment Advisory
New York
$9.79M -$1.09M -30,070 -10%
SMDAM
177
Sumitomo Mitsui DS Asset Management
Japan
$9.57M +$233K +6,412 +2%
LG
178
Leuthold Group
Minnesota
$9.43M -$287K -7,876 -3%
UB
179
UMB Bank
Missouri
$9.43M +$50.3K +1,382 +0.5%
LWA
180
Lowe Wealth Advisors
Maryland
$9.42M -$202K -5,562 -2%
TCM
181
Tradewinds Capital Management
Washington
$9.33M +$9.31M +255,709 +43,786%
MCM
182
Morton Capital Management
California
$9.14M -$161K -4,424 -2%
TWM
183
TMD Wealth Management
Arizona
$9.11M +$74.5K +2,047 +0.8%
ACP
184
Aveo Capital Partners
Colorado
$9.1M -$1.02M -27,912 -10%
JFA
185
JNBA Financial Advisors
Minnesota
$8.94M -$184K -5,066 -2%
SWP
186
Stratos Wealth Partners
Ohio
$8.87M +$4.14M +113,852 +88%
VCM
187
Verger Capital Management
North Carolina
$8.7M -$3.8M -104,525 -30%
IMC Chicago
188
IMC Chicago
Illinois
$8.57M +$8.57M +235,566 New
WLIM
189
White Lighthouse Investment Management
Massachusetts
$8.42M -$146K -4,016 -2%
BPA
190
Beacon Pointe Advisors
California
$8.4M +$78.6K +2,161 +0.9%
WAM
191
Wallington Asset Management
Indiana
$8.38M +$483K +13,262 +6%
Luther King Capital Management (LKCM)
192
Luther King Capital Management (LKCM)
Texas
$8.18M – – –
SAMC
193
Spectrum Asset Management (California)
California
$8.18M +$1.59M +43,814 +24%
OPCM
194
Osborne Partners Capital Management
California
$8.14M -$5.14M -141,350 -39%
PHIMC
195
Private Harbour Investment Management & Counsel
Ohio
$8.12M -$156K -4,293 -2%
SIAG
196
Signet Investment Advisory Group
Rhode Island
$8.07M +$11.2K +309 +0.1%
BP
197
Ballentine Partners
Massachusetts
$8.02M -$389K -10,699 -5%
MWM
198
MinichMacGregor Wealth Management
New York
$7.86M +$6.25M +171,684 +387%
SIC
199
Sigma Investment Counselors
Michigan
$7.8M +$152K +4,176 +2%
HFA
200
Highland Financial Advisors
New Jersey
$7.8M -$262K -7,206 -3%
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