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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 %
NPP
201
New Potomac Partners
Maryland
$7.76M -$42K -1,155 -0.5%
SC
202
Sinecera Capital
Texas
$7.71M -$359K -9,870 -4%
ANTB
203
AMG National Trust Bank
Colorado
$7.63M +$186K +5,113 +3%
ULWM
204
Upper Left Wealth Management
Florida
$7.61M -$129K -3,535 -2%
ASN
205
Advisory Services Network
Georgia
$7.56M +$5.56M +152,736 +278%
BIP
206
Blueprint Investment Partners
North Carolina
$7.53M -$5.72M -157,199 -43%
FWM
207
Forza Wealth Management
Florida
$7.49M -$66.2K -1,820 -0.9%
LIM
208
Leavell Investment Management
Alabama
$7.35M +$305K +8,380 +4%
HNB
209
Huntington National Bank
Ohio
$7.23M -$7.58M – –
EW
210
Evoke Wealth
California
$7.23M -$86K -2,362 -1%
OIS
211
Okabena Investment Services
Minnesota
$7.01M +$757K +20,801 +12%
CHAM
212
Clear Harbor Asset Management
Connecticut
$7.01M +$313K +8,614 +5%
NA
213
NewEdge Advisors
Louisiana
$6.99M +$2.53M +69,647 +57%
GFS
214
GYL Financial Synergies
Connecticut
$6.93M -$544K -14,939 -7%
AGA
215
Arkos Global Advisors
Texas
$6.79M +$1.72M +47,316 +34%
SPC
216
Sigma Planning Corp
Michigan
$6.73M +$20.9K +574 +0.3%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$6.69M -$3.06M -83,982 -31%
WMP
218
Wealth Management Partners
Arizona
$6.67M +$172K +4,724 +3%
BL
219
BCWM LLC
Kansas
$6.57M -$1.57M -43,038 -19%
FAT
220
First American Trust
California
$6.5M +$147K +4,043 +2%
OFW
221
Omnia Family Wealth
Florida
$6.49M -$521K -14,308 -7%
PCIA
222
Prime Capital Investment Advisors
Kansas
$6.46M +$5.59M +153,557 +644%
CASB
223
Cape Ann Savings Bank
Massachusetts
$6.43M -$418K -11,490 -6%
GA
224
Gateway Advisory
New Jersey
$6.38M -$1.71K -47 -0%
SC
225
Sepio Capital
Utah
$6.37M +$190K +5,213 +3%
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