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iShares Gold Trust
IAU

Overview Fund Activity

1,004 hedge funds and large institutions have $16.9B invested in iShares Gold Trust in 2022 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 334 increasing their positions, 341 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
+45
Holders Change %
+4.69%
% of All Funds
16.98%
Holding in Top 10
122
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.17%
% of All Funds
2.06%
New
127
Increased
334
Reduced
341
Closed
66
Calls
$52M
Puts
$4.97M
Net Calls
+$47.1M
Net Calls Change
-$17M

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$997M
2
LPL Financial
LPL Financial
California
$219M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.48B
4
PCP
Proficio Capital Partners
Massachusetts
$88M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$31.1M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$7.59M
2
Charles Schwab
Charles Schwab
California
$142M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
4
UBS Group
UBS Group
Switzerland
$275M
5
BA
Bridgewater Associates
Connecticut
$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
Scissortail Wealth Management
Oklahoma
$6.42M +$6.42M +184,485 New
FT
227
Fiduciary Trust
Massachusetts
$6.34M -$267K -7,789 -4%
WWP
228
WR Wealth Planners
Missouri
$6.3M +$135K +3,925 +2%
IWP
229
Insight Wealth Partners
Texas
$6.25M +$45.9K +1,337 +0.7%
NAM
230
NTV Asset Management
West Virginia
$6.24M -$30.9K -900 -0.5%
SPC
231
Sigma Planning Corp
Michigan
$6.2M -$453K -13,198 -7%
BWP
232
BSW Wealth Partners
Colorado
$6.15M -$664K -19,366 -10%
VCM
233
Vivaldi Capital Management
Illinois
$6.15M -$545K -15,871 -8%
WMP
234
Wealth Management Partners
Arizona
$6.12M +$6.12M +178,000 New
GI
235
GAMCO Investors
Connecticut
$6.09M -$8.58K -250 -0.1%
AWM
236
Axxcess Wealth Management
California
$6.09M -$197K -5,731 -3%
FHA
237
First Horizon Advisors
Tennessee
$6.08M +$439K +12,793 +8%
CHAM
238
Clear Harbor Asset Management
Connecticut
$6.06M -$580K -16,904 -9%
SCA
239
Spearhead Capital Advisors
Florida
$5.99M – – –
ANTB
240
AMG National Trust Bank
Colorado
$5.95M +$2.02M +59,339 +52%
OIS
241
Okabena Investment Services
Minnesota
$5.91M – – –
BPA
242
Beacon Pointe Advisors
California
$5.89M -$5.28M -153,734 -47%
SFS
243
Sowell Financial Services
Arkansas
$5.85M +$2.27M +66,215 +64%
BRWA
244
B. Riley Wealth Advisors
Florida
$5.84M -$329K -9,582 -5%
SCA
245
Strategic Capital Advisers
Colorado
$5.81M +$857K +24,985 +17%
MWM
246
Moulton Wealth Management
Washington
$5.8M – – –
CASB
247
Cape Ann Savings Bank
Massachusetts
$5.78M +$252K +7,354 +5%
GA
248
GFS Advisors
Texas
$5.68M +$5.68M +165,574 New
EWM
249
Executive Wealth Management
Michigan
$5.6M -$2.29M -66,736 -29%
GKWIM
250
Gerber Kawasaki Wealth & Investment Management
California
$5.55M +$5.28M +153,923 +1,959%
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