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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
1
UBS Group
Switzerland
$298M
2
Cerity Partners
2
Cerity Partners
New York
$88.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$183M
5
ET
5
Equitable Trust
Tennessee
$69.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.62B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$921M
3
Jane Street
3
Jane Street
New York
$86.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$14.8M
5
Bank of America
5
Bank of America
North Carolina
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$1.62B -$747M -21,587 -31%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.33B -$61.2M -1,770,688 -4%
Bank of America
3
Bank of America
North Carolina
$1.22B -$117M -3,385,448 -9%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$958M -$42.7M -1,235,805 -4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$921M -$627M -18,138,491 -41%
Morgan Stanley
6
Morgan Stanley
New York
$769M +$24M +694,430 +3%
CSIA
7
Charles Schwab Investment Advisory
California
$710M -$5.31M -153,654 -0.7%
PCA
8
Personal Capital Advisors
California
$471M -$16.4M -473,651 -3%
AllianceBernstein
9
AllianceBernstein
Tennessee
$381M +$7.44M +215,051 +2%
Wells Fargo
10
Wells Fargo
California
$370M -$53.7M -1,552,256 -13%
UBS Group
11
UBS Group
Switzerland
$298M +$32.2M +931,930 +12%
Citigroup
12
Citigroup
New York
$257M -$20.7M -598,406 -7%
Temasek Holdings
13
Temasek Holdings
Singapore
$251M – – –
LPL Financial
14
LPL Financial
California
$237M -$2.75M -79,541 -1%
Ameriprise
15
Ameriprise
Minnesota
$187M -$1.24M -35,860 -0.7%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$183M +$28.4M +821,423 +18%
PC
17
Packer & Co
Australia
$162M – – –
HighTower Advisors
18
HighTower Advisors
Illinois
$159M +$28.6M +828,067 +22%
CAM
19
Cresset Asset Management
Illinois
$140M -$32.7M -947,488 -19%
RJA
20
Raymond James & Associates
Florida
$125M -$2.06M -59,640 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$119M -$11.5M -333,399 -9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$115M -$21.3M -617,192 -16%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$110M -$54.7M -1,580,264 -33%
KeyBank National Association
24
KeyBank National Association
Ohio
$98.6M -$14.5M -417,756 -13%
Cerity Partners
25
Cerity Partners
New York
$88.1M +$30M +867,451 +52%
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