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iShares Gold Trust Micro

44 hedge funds and large institutions have $527M invested in iShares Gold Trust Micro in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

22% more funds holding

Funds holding: 3644 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

15.29% less ownership

Funds ownership: 76.74%61.44% (-15%)

25% less capital invested

Capital invested by funds: $706M → $527M (-$179M)

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
18
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$517K +$539K +28,000 New
RWA
27
Rooted Wealth Advisors
Illinois
$497K +$50.1K +2,602 +12%
CUAMC
28
China Universal Asset Management Company
China
$480K +$500K +26,000 New
KFG
29
Kingdom Financial Group
Arizona
$399K +$112K +5,834 +37%
VC
30
Vicus Capital
Pennsylvania
$387K +$404K +20,984 New
JCIA
31
Jackson Creek Investment Advisors
Colorado
$373K -$38 -2 -0%
Osaic Holdings
32
Osaic Holdings
Arizona
$364K +$200K +10,390 +111%
Stifel Financial
33
Stifel Financial
Missouri
$323K -$2.04K -106 -0.6%
SC
34
Sinecera Capital
Texas
$292K +$29.2K +1,516 +11%
ETC
35
Exchange Traded Concepts
Oklahoma
$85.1K +$88.8K +4,613 New
KFS
36
Kelly Financial Services
Massachusetts
$48K +$13.4K +697 +37%
OLVIG
37
Oliver Lagore Vanvalin Investment Group
Michigan
$36.1K -$42.9K -2,229 -53%
TWD
38
True Wealth Design
Ohio
$27K +$28.1K +1,462 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$24K +$4K +208 +19%
NS
40
NBC Securities
Alabama
$23K +$24.5K +1,275 New
PA
41
PSI Advisors
Florida
$14.5K +$15.1K +785 New
RWPA
42
Richard W. Paul & Associates
Michigan
$9.32K -$962 -50 -9%
NFSG
43
Newbridge Financial Services Group
Florida
$8.47K
S
44
SignatureFD
Georgia
$1.84K
KA
45
Kovack Advisors
Florida
-$281K -14,642 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$248K -12,909 Closed
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
-$50.8K -2,650 Closed

IAUM Hedge Fund Activity: Q3 2023 in Review

44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust Micro (IAUM) for Q3 2023, worth a combined $527M — down 25% from $706M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IAUM positions and 3 closed out — a net gain of 8 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Adventist Health System Sunbelt Healthcare Corp, adding an estimated $33.8M. The largest seller was Jane Street, cutting an estimated $169M.

  • 44 institutional investors held iShares Gold Trust Micro (IAUM) as of Q3 2023, up from 36 in Q2 2023.
  • Funds reported $527M of iShares Gold Trust Micro stock for Q3 2023, down 25% quarter-over-quarter.
  • 11 funds opened new iShares Gold Trust Micro positions in Q3 2023 and 3 closed out, a net change of +8 holders.
  • The largest iShares Gold Trust Micro buyer in Q3 2023 was Adventist Health System Sunbelt Healthcare Corp, an estimated $33.8M added.
  • The largest iShares Gold Trust Micro seller in Q3 2023 was Jane Street, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2023.