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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 %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.41B +$47M +1,489,352 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.26B -$16.9M -534,962 -1%
Bank of America
3
Bank of America
North Carolina
$1.22B +$2M +63,281 +0.2%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$912M -$3.92M -124,303 -0.4%
Morgan Stanley
5
Morgan Stanley
New York
$679M -$92M -2,917,075 -12%
CSIA
6
Charles Schwab Investment Advisory
California
$652M -$7.88M -249,863 -1%
PCA
7
Personal Capital Advisors
California
$444M +$12.9M +409,249 +3%
Wells Fargo
8
Wells Fargo
California
$386M -$72.5M -2,300,418 -16%
AllianceBernstein
9
AllianceBernstein
Tennessee
$341M -$10.8M -343,282 -3%
Jane Street
10
Jane Street
New York
$264M +$264M +8,373,079 New
Citigroup
11
Citigroup
New York
$253M +$14.9M +473,086 +6%
UBS Group
12
UBS Group
Switzerland
$243M -$10.5M -332,694 -4%
Temasek Holdings
13
Temasek Holdings
Singapore
$229M – – –
LPL Financial
14
LPL Financial
California
$218M +$17.3M +548,051 +9%
Ameriprise
15
Ameriprise
Minnesota
$172M +$4.36M +138,276 +3%
PC
16
Packer & Co
Australia
$161M – – –
CAM
17
Cresset Asset Management
Illinois
$158M -$16.2M -513,965 -9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$150M -$2.16M -68,580 -1%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$141M +$10.9M +345,167 +8%
BTI
20
Blue Trust Inc
Georgia
$132M +$1.5M +43,710 +1%
Charles Schwab
21
Charles Schwab
California
$130M +$192K +6,086 +0.1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$124M -$1.51M -47,747 -1%
HighTower Advisors
23
HighTower Advisors
Illinois
$119M -$2.53M -80,339 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$119M -$9.13M -289,718 -7%
RJA
25
Raymond James & Associates
Florida
$116M -$3.95M -125,261 -3%
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