IAU icon

iShares Gold Trust

1,140 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 317 increasing their positions, 429 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+109
Holders Change %
+10.57%
% of All Funds
16.72%
Holding in Top 10
108
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.2%
% of All Funds
1.58%
New
170
Increased
317
Reduced
429
Closed
49
Calls
$268M
Puts
$523M
Net Calls
-$255M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.7B +$830M +21,269,993 +95%
Bank of America
2
Bank of America
North Carolina
$1.31B -$26.2M -672,166 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$897M -$27.5M -703,581 -3%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$842M +$4.74M +121,364 +0.6%
CSIA
5
Charles Schwab Investment Advisory
California
$798M -$5.84M -149,580 -0.7%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$576M +$15.6M +398,583 +3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$481M +$79.4M +2,035,105 +20%
Wells Fargo
8
Wells Fargo
California
$452M +$18.1M +463,281 +4%
AllianceBernstein
9
AllianceBernstein
Tennessee
$389M -$15.5M -396,350 -4%
UBS Group
10
UBS Group
Switzerland
$322M -$13.1M -336,190 -4%
MB
11
Mizuho Bank
Japan
$312M
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$272M +$13.4M +343,040 +5%
LPL Financial
13
LPL Financial
California
$272M +$1.92M +49,192 +0.7%
Charles Schwab
14
Charles Schwab
California
$237M +$164M +4,200,989 +226%
Ameriprise
15
Ameriprise
Minnesota
$236M -$15.8M -403,724 -6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$174M -$65.2M -1,669,471 -27%
WI
17
WealthNavi Inc
Japan
$172M +$19.7M +505,352 +13%
Jane Street
18
Jane Street
New York
$163M +$95M +2,432,940 +140%
HighTower Advisors
19
HighTower Advisors
Illinois
$156M -$31.3M -801,271 -17%
RJA
20
Raymond James & Associates
Florida
$144M +$5M +128,177 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$142M -$9.82M -251,557 -6%
PC
22
Packer & Co
Australia
$140M
BlackRock
23
BlackRock
New York
$133M +$1.67M +42,774 +1%
Cerity Partners
24
Cerity Partners
New York
$120M -$12.1K -310 -0%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$118M -$3.71M -95,183 -3%