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iShares Gold Trust Micro
IAUM

Overview Fund Activity

53 hedge funds and large institutions have $878M invested in iShares Gold Trust Micro in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
17
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$268M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$15.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.56M
4
SC
Sinecera Capital
Texas
+$5.33M
5
Bank of America
Bank of America
North Carolina
+$3M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$9.75M
2
FTUS
Flow Traders U.S.
New York
-$1.71M
3
HF
HRT Financial
New York
-$1.02M
4
TI
Tidal Investments
Wisconsin
-$634K
5
GP
Greenline Partners
New York
-$573K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Ardent Capital Management
Ohio
$587K – – –
VC
27
Vicus Capital
Pennsylvania
$583K +$151K +7,308 +35%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$577K – – –
RWA
29
Rooted Wealth Advisors
Illinois
$542K +$30.8K +1,516 +6%
KFG
30
Kingdom Financial Group
Arizona
$507K +$61.6K +2,988 +14%
PSA
31
Plum Street Advisors
Louisiana
$405K +$405K +19,647 New
BCM
32
Brookstone Capital Management
Illinois
$403K +$403K +19,581 New
JCIA
33
Jackson Creek Investment Advisors
Colorado
$394K -$22.9K -1,112 -5%
NF
34
NavPoint Financial
Minnesota
$371K +$371K +18,020 New
Stifel Financial
35
Stifel Financial
Missouri
$370K +$9.25K +449 +3%
BCI
36
Brinker Capital Investments
Pennsylvania
$276K +$276K +13,661 New
OPS
37
Orion Portfolio Solutions
Nebraska
$276K +$276K +13,661 New
CIM
38
Confluence Investment Management
Missouri
$242K +$242K +11,760 New
PA
39
Pineridge Advisors
Missouri
$226K +$226K +10,951 New
KFS
40
Kelly Financial Services
Massachusetts
$61.7K +$8.1K +393 +15%
Osaic Holdings
41
Osaic Holdings
Arizona
$58K -$349K -16,932 -86%
TCCM
42
Timber Creek Capital Management
Massachusetts
$35.1K +$35.1K +1,702 New
TWD
43
True Wealth Design
Ohio
$30.1K – – –
NS
44
NBC Securities
Alabama
$26K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$23K -$4.33K -208 -16%
IA
46
IFP Advisors
Florida
$18.7K +$18.7K +910 New
PA
47
PSI Advisors
Florida
$16.2K – – –
OLVIG
48
Oliver Lagore Vanvalin Investment Group
Michigan
$14.3K -$26K -1,264 -65%
NFSG
49
Newbridge Financial Services Group
Florida
$9.46K – – –
PCM
50
Penserra Capital Management
California
$7K +$7K +367 New
1
2
3