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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 %
AIS
176
American Investment Services
Massachusetts
$8.85M -$580K -16,583 -6%
WLIM
177
White Lighthouse Investment Management
Massachusetts
$8.71M +$616K +17,597 +8%
JFA
178
JNBA Financial Advisors
Minnesota
$8.54M -$52.5K -1,501 -0.6%
Nomura Asset Management
179
Nomura Asset Management
Japan
$8.51M +$2.81M +80,200 +49%
NA
180
Nottingham Advisors
New York
$8.42M -$149K -5,963 -2%
VCM
181
Verger Capital Management
North Carolina
$8.37M – – –
WAM
182
Wallington Asset Management
Indiana
$8.34M +$284K +8,130 +4%
NPP
183
New Potomac Partners
Maryland
$7.94M +$483K +13,814 +6%
EPM
184
Elm Partners Management
Pennsylvania
$7.9M -$7.1M -202,936 -47%
SIAG
185
Signet Investment Advisory Group
Rhode Island
$7.85M +$91K +2,602 +1%
PHIMC
186
Private Harbour Investment Management & Counsel
Ohio
$7.8M -$8.99K -257 -0.1%
OPCM
187
Osborne Partners Capital Management
California
$7.78M -$44.4K -1,268 -0.6%
SAMC
188
Spectrum Asset Management (California)
California
$7.73M -$132K -3,772 -2%
SWP
189
Stratos Wealth Partners
Ohio
$7.72M -$806K -23,041 -9%
BP
190
Ballentine Partners
Massachusetts
$7.71M +$490 +14 +0%
ACP
191
Aveo Capital Partners
Colorado
$7.65M -$1.1M -31,535 -13%
ANTB
192
AMG National Trust Bank
Colorado
$7.65M +$314K +8,976 +4%
ULWM
193
Upper Left Wealth Management
Florida
$7.61M +$291K +8,304 +4%
SIC
194
Sigma Investment Counselors
Michigan
$7.57M +$73.8K +2,110 +1%
HFA
195
Highland Financial Advisors
New Jersey
$7.57M +$76.3K +2,182 +1%
SC
196
Sagil Capital
United Kingdom
$7.35M -$7.17M -205,000 -49%
MWM
197
MinichMacGregor Wealth Management
New York
$7.28M -$283K -8,089 -4%
LIM
198
Leavell Investment Management
Alabama
$7.23M +$166K +4,736 +2%
FWM
199
Forza Wealth Management
Florida
$7.21M +$15.7K +450 +0.2%
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.2M +$2.63M +75,200 +58%
6 7
8
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