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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 %
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$6.66M -$1.71M -54,222 -20%
WAM
202
Wallington Asset Management
Indiana
$6.5M +$97.4K +3,088 +2%
EW
203
Evoke Wealth
California
$6.21M +$242K +7,668 +4%
SPIA
204
Steward Partners Investment Advisory
New York
$6.14M -$452K -14,330 -7%
WFA
205
Wellspring Financial Advisors
Ohio
$6.09M -$328K -10,415 -5%
ANTB
206
AMG National Trust Bank
Colorado
$6.06M +$553K +17,531 +10%
SAMC
207
Spectrum Asset Management (California)
California
$6.02M +$27.9K +884 +0.5%
FNBT
208
FineMark National Bank & Trust
Florida
$5.88M -$3.55M -112,691 -38%
BWP
209
BSW Wealth Partners
Colorado
$5.78M +$124K +3,946 +2%
FT
210
Fiduciary Trust
Massachusetts
$5.72M -$107K -3,404 -2%
CBA
211
Coastal Bridge Advisors
Connecticut
$5.72M -$2.63M -83,442 -32%
VCM
212
Vivaldi Capital Management
Illinois
$5.71M -$63.8K -1,982 -1%
CHAM
213
Clear Harbor Asset Management
Connecticut
$5.68M +$110K +3,473 +2%
WWP
214
WR Wealth Planners
Missouri
$5.68M -$114K -3,607 -2%
WMP
215
Wealth Management Partners
Arizona
$5.66M -$64.3K -2,000 -1%
BPA
216
Beacon Pointe Advisors
California
$5.64M +$244K +7,749 +5%
ACP
217
Aveo Capital Partners
Colorado
$5.64M -$457K -14,491 -7%
NAM
218
NTV Asset Management
West Virginia
$5.64M -$102K -3,250 -2%
GI
219
GAMCO Investors
Connecticut
$5.6M – – –
CASB
220
Cape Ann Savings Bank
Massachusetts
$5.58M +$264K +8,383 +5%
IWP
221
Insight Wealth Partners
Texas
$5.4M -$344K -10,911 -6%
PAG
222
Private Advisor Group
New Jersey
$5.29M -$2.11M -66,807 -28%
SPC
223
Sigma Planning Corp
Michigan
$5.18M -$518K -16,433 -9%
OIS
224
Okabena Investment Services
Minnesota
$5.17M -$262K -8,303 -5%
LIM
225
Leavell Investment Management
Alabama
$5.16M -$1.04M -32,937 -17%
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