IAU icon

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 %
Bank of America
1
Bank of America
North Carolina
$1.2B -$33.9M -969,500 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$828M -$574M -16,411,828 -41%
Morgan Stanley
3
Morgan Stanley
New York
$781M -$53.5M -1,529,523 -6%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$751M -$60.6M -1,731,752 -7%
CSIA
5
Charles Schwab Investment Advisory
California
$721M +$6.98M +199,531 +1%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$502M +$12.8M +366,559 +3%
Wells Fargo
7
Wells Fargo
California
$389M -$25.9M -740,001 -6%
AllianceBernstein
8
AllianceBernstein
Tennessee
$362M -$7.12M -203,586 -2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$360M +$134M +3,815,686 +59%
UBS Group
10
UBS Group
Switzerland
$301M -$18.1M -518,122 -6%
MB
11
Mizuho Bank
Japan
$291M – – –
LPL Financial
12
LPL Financial
California
$242M -$3.56M -101,670 -1%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$241M +$69M +1,890,289 +40%
Ameriprise
14
Ameriprise
Minnesota
$225M -$24.4M -700,795 -10%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$215M -$765M -21,869,299 -78%
HighTower Advisors
16
HighTower Advisors
Illinois
$168M +$20M +573,424 +14%
WI
17
WealthNavi Inc
Japan
$137M +$55.6M +1,588,425 +68%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$136M +$3.88M +110,785 +3%
PC
19
Packer & Co
Australia
$125M +$125M +3,585,100 New
RJA
20
Raymond James & Associates
Florida
$124M +$3.43M +98,096 +3%
BlackRock
21
BlackRock
New York
$118M +$622K +17,777 +0.5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$109M -$13M -370,457 -11%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$109M -$5.69M -162,712 -5%
Cerity Partners
24
Cerity Partners
New York
$108M +$22.3M +636,078 +26%
KeyBank National Association
25
KeyBank National Association
Ohio
$103M -$1.66M -47,406 -2%
1
2 3 4 5