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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 %
Prudential Financial
201
Prudential Financial
New Jersey
$7.19M -$4.62M -132,023 -39%
KWM
202
Kingsview Wealth Management
Oregon
$7.18M -$3.23M -92,221 -31%
EW
203
Evoke Wealth
California
$7.12M +$170K +4,867 +2%
Luther King Capital Management (LKCM)
204
Luther King Capital Management (LKCM)
Texas
$6.95M -$8.18M – –
SPIA
205
Steward Partners Investment Advisory
New York
$6.8M -$2.62M -74,744 -28%
SCP
206
Silverleafe Capital Partners
Tennessee
$6.79M +$6.57M +187,821 +2,981%
CHAM
207
Clear Harbor Asset Management
Connecticut
$6.79M +$50.4K +1,440 +0.7%
OIS
208
Okabena Investment Services
Minnesota
$6.74M – – –
PCIA
209
Prime Capital Investment Advisors
Kansas
$6.64M +$432K +12,355 +7%
WMP
210
Wealth Management Partners
Arizona
$6.58M +$164K +4,675 +3%
AGA
211
Arkos Global Advisors
Texas
$6.58M +$48.8K +1,395 +0.7%
NA
212
NewEdge Advisors
Louisiana
$6.56M -$154K -4,412 -2%
HNB
213
Huntington National Bank
Ohio
$6.56M -$7.23M – –
GA
214
Gateway Advisory
New Jersey
$6.43M +$293K +8,373 +5%
BL
215
BCWM LLC
Kansas
$6.35M +$29.5K +842 +0.5%
SPC
216
Sigma Planning Corp
Michigan
$6.27M -$200K -5,727 -3%
FAT
217
First American Trust
California
$6.27M +$20.4K +584 +0.3%
GFS
218
GYL Financial Synergies
Connecticut
$6.21M -$453K -12,952 -7%
CWM
219
Circle Wealth Management
New Jersey
$6.21M +$6.21M +177,413 New
Brown Advisory
220
Brown Advisory
Maryland
$6.19M +$1.97M +56,286 +47%
SC
221
Sepio Capital
Utah
$6.13M +$11.5K +328 +0.2%
AF
222
Allworth Financial
California
$6.12M +$79K +2,257 +1%
NAM
223
NTV Asset Management
West Virginia
$6.08M +$61.2K +1,750 +1%
Citadel Advisors
224
Citadel Advisors
Florida
$6.05M +$1.96M +55,907 +48%
TBWA
225
Three Bridge Wealth Advisors
California
$6.03M -$19.5K -557 -0.3%
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