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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
UBS Group
Switzerland
$298M
2
Cerity Partners
Cerity Partners
New York
$88.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$159M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$183M
5
ET
Equitable Trust
Tennessee
$69.7M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$1.62B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$921M
3
Jane Street
Jane Street
New York
$86.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$14.8M
5
Bank of America
Bank of America
North Carolina
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
CASB
201
Cape Ann Savings Bank
Massachusetts
$6.46M +$340K +9,839 +6%
EPM
202
Elm Partners Management
Pennsylvania
$6.45M +$1.84M +53,224 +40%
CHAM
203
Clear Harbor Asset Management
Connecticut
$6.35M +$117K +3,374 +2%
BWP
204
BSW Wealth Partners
Colorado
$6.3M -$38.1K -1,102 -0.6%
WWP
205
WR Wealth Planners
Missouri
$6.22M -$3.04K -88 -0%
SPIA
206
Steward Partners Investment Advisory
New York
$6.18M -$553K -15,988 -8%
VCM
207
Vivaldi Capital Management
Illinois
$6.13M -$189K -5,292 -3%
RCAG
208
Rehmann Capital Advisory Group
Michigan
$6.12M +$3.34M +96,445 +120%
GI
209
GAMCO Investors
Connecticut
$6.11M -$34.6K -1,000 -0.6%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$6.1M -$4.49M -129,919 -42%
WFA
211
Wellspring Financial Advisors
Ohio
$6.07M -$611K -17,652 -9%
AWM
212
Axxcess Wealth Management
California
$6.06M +$937K +27,087 +18%
WMP
213
Wealth Management Partners
Arizona
$6.05M -$34.6K -1,000 -0.6%
NAM
214
NTV Asset Management
West Virginia
$6.03M -$150K -4,350 -2%
AWA
215
Amplius Wealth Advisors
Pennsylvania
$6.03M -$15.4M -446,245 -72%
FT
216
Fiduciary Trust
Massachusetts
$5.99M -$278K -8,046 -4%
IWP
217
Insight Wealth Partners
Texas
$5.93M +$2.42K +70 +0%
SC
218
Sepio Capital
Utah
$5.91M +$636K +18,382 +12%
TW
219
Transform Wealth
Colorado
$5.85M +$5.85M +169,212 New
GP
220
Greenline Partners
New York
$5.78M -$4.37M -126,217 -43%
AssetMark Inc
221
AssetMark Inc
California
$5.78M +$989K +28,581 +21%
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$5.7M +$86.6K +2,503 +2%
OIS
223
Okabena Investment Services
Minnesota
$5.67M – – –
WC
224
Whitney & Co
New York
$5.67M -$2.17M -62,734 -28%
AF
225
Allworth Financial
California
$5.65M +$76.7K +2,218 +1%
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