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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
Charles Schwab
California
$221M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$126M
3
GCWM
Graham Capital Wealth Management
District of Columbia
$113M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$289M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.52B

Top Sellers

1
Citigroup
Citigroup
New York
$21.7M
2
Temasek Holdings
Temasek Holdings
Singapore
$0
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$922M
4
Jane Street
Jane Street
New York
$3.47M
5
LSAG
Lake Street Advisors Group
New Hampshire
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
201
AMG National Trust Bank
Colorado
$7.64M +$404K +10,814 +6%
HNB
202
Huntington National Bank
Ohio
$7.58M -$7.16M – –
EW
203
Evoke Wealth
California
$7.51M -$493K -13,200 -6%
BRWA
204
B. Riley Wealth Advisors
Florida
$7.5M +$2.57M +68,694 +52%
Nomura Asset Management
205
Nomura Asset Management
Japan
$7.29M +$3.05M +81,600 +72%
LIM
206
Leavell Investment Management
Alabama
$7.23M +$180K +4,828 +3%
OFW
207
Omnia Family Wealth
Florida
$7.2M – – –
CASB
208
Cape Ann Savings Bank
Massachusetts
$7.03M +$54.5K +1,458 +0.8%
SPC
209
Sigma Planning Corp
Michigan
$6.89M +$918K +24,563 +15%
CHAM
210
Clear Harbor Asset Management
Connecticut
$6.88M +$19.4K +518 +0.3%
SAMC
211
Spectrum Asset Management (California)
California
$6.76M +$1.81M +48,489 +37%
WMP
212
Wealth Management Partners
Arizona
$6.67M +$133K +3,562 +2%
FT
213
Fiduciary Trust
Massachusetts
$6.66M +$189K +5,059 +3%
GI
214
GAMCO Investors
Connecticut
$6.6M – – –
GA
215
Gateway Advisory
New Jersey
$6.55M +$2.37M +63,359 +57%
WFA
216
Wellspring Financial Advisors
Ohio
$6.53M -$26.5K -710 -0.4%
FAT
217
First American Trust
California
$6.52M -$1.41M -37,662 -18%
RCAG
218
Rehmann Capital Advisory Group
Michigan
$6.49M -$117K -3,134 -2%
OIS
219
Okabena Investment Services
Minnesota
$6.42M +$297K +7,944 +5%
NAM
220
NTV Asset Management
West Virginia
$6.39M -$131K -3,500 -2%
IWP
221
Insight Wealth Partners
Texas
$6.35M -$49.6K -1,326 -0.8%
SC
222
Sepio Capital
Utah
$6.34M -$36.8K -984 -0.6%
VCM
223
Vivaldi Capital Management
Illinois
$6.28M -$149K -3,978 -2%
GP
224
Greenline Partners
New York
$6.27M +$19.2K +513 +0.3%
AWM
225
Axxcess Wealth Management
California
$6.24M -$309K -8,268 -5%
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