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iShares Gold Trust Micro

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

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

67% more capital invested

Capital invested by funds: $527M → $878M (+$351M)

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more funds holding

Funds holding: 4453 (+9)

10.49% more ownership

Funds ownership: 61.44%71.94% (+10%)

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.77%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$277M +$257M +13,012,922 +3,027%
APF
2
Alaska Permanent Fund
Alaska
$218M
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$108M -$101K -5,100 -0.1%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$90.6M
AWM
5
AE Wealth Management
Kansas
$28.9M -$9.56M -484,352 -25%
Teacher Retirement System of Texas
6
Teacher Retirement System of Texas
Texas
$26.8M
BlackRock
7
BlackRock
New York
$23M -$269K -13,634 -1%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$20.2M +$15M +757,839 +348%
Bank of America
9
Bank of America
North Carolina
$17.6M +$2.88M +145,726 +21%
GP
10
Greenline Partners
New York
$12.5M -$549K -27,829 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$12.1M +$5.32M +269,692 +84%
MWM
12
MorganRosel Wealth Management
Colorado
$6.83M +$491K +24,888 +8%
SC
13
Sinecera Capital
Texas
$5.66M +$5.04M +255,558 +1,614%
TF
14
Theory Financial
Colorado
$3.95M +$54K +2,734 +1%
CWM
15
Castle Wealth Management
Florida
$3.13M +$74.9K +3,794 +3%
VCM
16
Versant Capital Management
Arizona
$2.77M +$234K +11,853 +10%
FCG
17
Fielder Capital Group
Tennessee
$2.37M +$2.27M +115,241 New
BOSSRA
18
B.O.S.S. Retirement Advisors
Utah
$2.06M -$16.3K -824 -0.8%
SAW
19
Signal Advisors Wealth
Michigan
$1.9M +$1.82M +92,218 New
MWM
20
Maripau Wealth Management
Indiana
$1.79M -$406K -20,556 -19%
AI
21
Atria Investments
North Carolina
$1.77M -$415K -21,008 -20%
RPCA
22
Running Point Capital Advisors
California
$1.68M +$1.61M +81,664 New
OC
23
Oarsman Capital
Wisconsin
$1.48M +$182K +9,220 +15%
SF
24
Slagle Financial
Illinois
$747K +$756K +38,286 +112%
CUAMC
25
China Universal Asset Management Company
China
$639K +$98.7K +5,000 +19%

IAUM Hedge Fund Activity: Q4 2023 in Review

53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust Micro (IAUM) for Q4 2023, worth a combined $878M — up 67% from $527M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IAUM positions and 4 closed out — a net gain of 10 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $257M. The largest seller was AE Wealth Management, cutting an estimated $9.56M.

  • 53 institutional investors held iShares Gold Trust Micro (IAUM) as of Q4 2023, up from 44 in Q3 2023.
  • Funds reported $878M of iShares Gold Trust Micro stock for Q4 2023, up 67% quarter-over-quarter.
  • 14 funds opened new iShares Gold Trust Micro positions in Q4 2023 and 4 closed out, a net change of +10 holders.
  • The largest iShares Gold Trust Micro buyer in Q4 2023 was Jane Street, an estimated $257M added.
  • The largest iShares Gold Trust Micro seller in Q4 2023 was AE Wealth Management, an estimated $9.56M sold.

Based on aggregated 13F filings for Q4 2023.