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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 %
SFG
251
StrategIQ Financial Group
Indiana
$5.52M – – –
AA
252
Ancora Advisors
Ohio
$5.52M +$14K +408 +0.3%
FCIM
253
Fairview Capital Investment Management
California
$5.5M +$62.2K +1,813 +1%
WQ
254
Wealth Quarterback
New Jersey
$5.48M +$5.48M +159,773 New
AF
255
Allworth Financial
California
$5.32M +$13.9K +404 +0.3%
M&T Bank
256
M&T Bank
New York
$5.29M +$5.29M +969,763 New
Citadel Advisors
257
Citadel Advisors
Florida
$5.28M +$4.05M +117,974 +328%
CWM
258
Cranbrook Wealth Management
Michigan
$5.21M -$93.6K -2,727 -2%
SAA
259
Southeast Asset Advisors
Georgia
$5.21M – – –
TWA
260
TPB Wealth Advisors
Texas
$5.2M +$2.12M +61,751 +69%
CB
261
Community Bank
New York
$5.16M -$345K -10,070 -6%
US Bancorp
262
US Bancorp
Minnesota
$5M +$1.65M +48,016 +49%
CT
263
Cambridge Trust
Massachusetts
$4.98M -$2.32M -67,645 -32%
CB
264
Commerce Bank
Missouri
$4.96M -$101K -2,950 -2%
SC
265
Sepio Capital
Utah
$4.88M +$441K +12,847 +10%
LCAM
266
London & Capital Asset Management
United Kingdom
$4.83M +$59.5K +1,734 +1%
RCM
267
Regency Capital Management
Hawaii
$4.79M +$149K +4,353 +3%
MIC
268
Meridian Investment Counsel
California
$4.73M -$32.6K -949 -0.7%
Cetera Investment Advisers
269
Cetera Investment Advisers
Illinois
$4.67M -$190K -5,525 -4%
AWA
270
Arkadios Wealth Advisors
Georgia
$4.67M +$190K +5,544 +4%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$4.66M -$477K -13,896 -9%
MWM
272
Maltin Wealth Management
New Jersey
$4.64M +$4.64M +135,339 New
AIP
273
Ahrens Investment Partners
Louisiana
$4.63M -$5.54M -161,352 -54%
ACA
274
Ackerman Capital Advisors
Texas
$4.62M +$30.5K +890 +0.7%
MIA
275
MMBG Investment Advisors
Florida
$4.58M +$4.58M +133,500 New
9 10
11
12 13