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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
1
Charles Schwab
California
$221M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$126M
3
GCWM
3
Graham Capital Wealth Management
District of Columbia
$113M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$289M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.52B

Top Sellers

1
Citigroup
1
Citigroup
New York
$21.7M
2
Temasek Holdings
2
Temasek Holdings
Singapore
$0
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$922M
4
Jane Street
4
Jane Street
New York
$3.47M
5
LSAG
5
Lake Street Advisors Group
New Hampshire
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.52B +$85M +2,273,819 +6%
Bank of America
2
Bank of America
North Carolina
$1.31B -$5.84M -156,163 -0.4%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.01B +$19.8M +530,831 +2%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$922M -$114M -3,039,321 -11%
Morgan Stanley
5
Morgan Stanley
New York
$872M +$40.6M +1,087,638 +5%
CSIA
6
Charles Schwab Investment Advisory
California
$763M -$4.22M -112,917 -0.6%
Empower Advisory Group
7
Empower Advisory Group
Colorado
$520M +$520M +13,816,239 New
Wells Fargo
8
Wells Fargo
California
$413M +$12.8M +343,085 +3%
AllianceBernstein
9
AllianceBernstein
Tennessee
$393M -$18.5M -494,463 -4%
UBS Group
10
UBS Group
Switzerland
$338M +$16.2M +432,602 +5%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$289M +$91M +2,433,945 +46%
LPL Financial
12
LPL Financial
California
$251M -$4.58M -122,580 -2%
Charles Schwab
13
Charles Schwab
California
$221M +$141M +3,776,330 +177%
Ameriprise
14
Ameriprise
Minnesota
$203M +$782K +20,909 +0.4%
HighTower Advisors
15
HighTower Advisors
Illinois
$157M -$15.3M -408,178 -9%
CAM
16
Cresset Asset Management
Illinois
$141M -$10.9M -290,342 -7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$140M +$15.5M +414,439 +12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$132M +$3.22M +86,069 +3%
RJA
19
Raymond James & Associates
Florida
$126M -$8.34M -223,223 -6%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$126M +$110M +2,921,154 +684%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$117M -$1.36M -36,514 -1%
GCWM
22
Graham Capital Wealth Management
District of Columbia
$113M +$94M +251,537 +488%
KeyBank National Association
23
KeyBank National Association
Ohio
$108M +$1.36M +36,263 +1%
BlackRock
24
BlackRock
New York
$99.8M +$15.1M +402,957 +18%
ET
25
Equitable Trust
Tennessee
$90.2M +$14.8M +396,680 +20%
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