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iShares Gold Trust Micro

36 hedge funds and large institutions have $706M invested in iShares Gold Trust Micro in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

204% more capital invested

Capital invested by funds: $232M → $706M (+$474M)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

52.58% more ownership

Funds ownership: 24.16%76.74% (+53%)

50% more funds holding

Funds holding: 2436 (+12)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
36
Holders Change
+12
Holders Change %
+50%
% of All Funds
0.57%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
14
Increased
8
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$203M +$209M +10,601,000 New
Jane Street
2
Jane Street
New York
$177M +$182M +9,204,415 New
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$91.1M
AHSSHC
4
Adventist Health System Sunbelt Healthcare Corp
Florida
$67.2M +$68.1M +3,444,800 +5,788%
Teacher Retirement System of Texas
5
Teacher Retirement System of Texas
Texas
$41.2M
AWM
6
AE Wealth Management
Kansas
$33M -$3.59M -181,571 -10%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$28.7M +$28.4M +1,437,000 New
BlackRock
8
BlackRock
New York
$22.2M +$430K +21,745 +2%
GP
9
Greenline Partners
New York
$12.2M -$123K -6,242 -1%
Bank of America
10
Bank of America
North Carolina
$11.6M +$11.7M +594,075 +4,607%
TF
11
Theory Financial
Colorado
$3.45M -$165K -8,368 -4%
CWM
12
Castle Wealth Management
Florida
$2.6M +$2.67M +135,403 New
MWM
13
Maripau Wealth Management
Indiana
$2.16M -$530K -26,839 -19%
AI
14
Atria Investments
North Carolina
$1.66M +$1.71M +86,524 New
VCM
15
Versant Capital Management
Arizona
$1.58M +$545K +27,573 +51%
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$1.54M -$34.2K -1,733 -2%
OC
17
Oarsman Capital
Wisconsin
$1.25M +$81.7K +4,135 +7%
HF
18
HRT Financial
New York
$961K -$724K -36,669 -42%
SF
19
Slagle Financial
Illinois
$561K +$577K +29,232 New
T
20
TRUADVICE
Florida
$492K +$4.27K +216 +0.8%
RWA
21
Rooted Wealth Advisors
Illinois
$432K +$100K +5,062 +29%
JCIA
22
Jackson Creek Investment Advisors
Colorado
$388K -$28.8K -1,459 -7%
Stifel Financial
23
Stifel Financial
Missouri
$338K +$348K +17,615 New
KFG
24
Kingdom Financial Group
Arizona
$303K +$312K +15,793 New
KA
25
Kovack Advisors
Florida
$281K +$289K +14,642 New

IAUM Hedge Fund Activity: Q2 2023 in Review

36 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust Micro (IAUM) for Q2 2023, worth a combined $706M — up 204% from $232M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IAUM positions and 2 closed out — a net gain of 12 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $182M. The largest seller was Susquehanna International Group, cutting an estimated $8.13M.

  • 36 institutional investors held iShares Gold Trust Micro (IAUM) as of Q2 2023, up from 24 in Q1 2023.
  • Funds reported $706M of iShares Gold Trust Micro stock for Q2 2023, up 204% quarter-over-quarter.
  • 14 funds opened new iShares Gold Trust Micro positions in Q2 2023 and 2 closed out, a net change of +12 holders.
  • The largest iShares Gold Trust Micro buyer in Q2 2023 was Jane Street, an estimated $182M added.
  • The largest iShares Gold Trust Micro seller in Q2 2023 was Susquehanna International Group, an estimated $8.13M sold.

Based on aggregated 13F filings for Q2 2023.