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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
1
Mizuho Bank
Japan
$291M
2
Jane Street
2
Jane Street
New York
$99.4M
3
Ameriprise
3
Ameriprise
Minnesota
$261M
4
WI
4
WealthNavi Inc
Japan
$84.5M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$175M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$66M
2
BA
2
Bridgewater Associates
Connecticut
$3.47M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$844M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$236M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.46B -$18.9M -518,537 -1%
Bank of America
2
Bank of America
North Carolina
$1.29B +$8.57M +235,522 +0.7%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.02B +$31.1M +854,943 +3%
Morgan Stanley
4
Morgan Stanley
New York
$868M +$19.6M +539,079 +2%
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$844M -$53.8M -1,479,796 -6%
CSIA
6
Charles Schwab Investment Advisory
California
$742M -$236K -6,486 -0%
Empower Advisory Group
7
Empower Advisory Group
Colorado
$509M +$6.35M +174,550 +1%
Wells Fargo
8
Wells Fargo
California
$432M +$30.1M +828,022 +7%
AllianceBernstein
9
AllianceBernstein
Tennessee
$384M +$1.25M +34,487 +0.3%
UBS Group
10
UBS Group
Switzerland
$332M +$2.04M +56,060 +0.6%
MB
11
Mizuho Bank
Japan
$291M +$218M +6,000,000 +300%
Ameriprise
12
Ameriprise
Minnesota
$261M +$63.4M +1,740,767 +32%
LPL Financial
13
LPL Financial
California
$256M +$10.9M +299,765 +4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$236M -$45.2M -1,241,772 -16%
Charles Schwab
15
Charles Schwab
California
$210M -$4.93M -135,503 -2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$175M +$51M +1,371,702 +41%
HighTower Advisors
17
HighTower Advisors
Illinois
$154M +$932K +25,604 +0.6%
CAM
18
Cresset Asset Management
Illinois
$141M +$3.7M +101,769 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$137M +$9.01M +247,689 +7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$127M +$3.52M +96,636 +3%
RJA
21
Raymond James & Associates
Florida
$126M +$2.62M +71,873 +2%
BlackRock
22
BlackRock
New York
$122M +$24.6M +677,153 +25%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$119M +$5.35M +146,882 +5%
KeyBank National Association
24
KeyBank National Association
Ohio
$109M +$3.57M +98,188 +3%
Jane Street
25
Jane Street
New York
$99.4M +$96M +2,639,127 +2,846%
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