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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 %
CIBC World Market
276
CIBC World Market
Ontario, Canada
$4.56M +$1.35M +39,407 +42%
NA
277
NewEdge Advisors
Louisiana
$4.52M +$599K +17,444 +15%
USAA
278
United Services Automobile Association
Texas
$4.51M -$499K -14,555 -10%
BP
279
Ballentine Partners
Massachusetts
$4.45M -$1.35M -39,212 -23%
PHS
280
Pekin Hardy Strauss
Illinois
$4.4M -$151K -4,400 -3%
BFP
281
Briaud Financial Planning
Texas
$4.4M – – –
NC
282
NewSquare Capital
Pennsylvania
$4.36M -$166K -4,843 -4%
KWM
283
Kingsview Wealth Management
Oregon
$4.25M +$191K +5,574 +5%
PFM
284
Patton Fund Management
Texas
$4.24M +$423K +12,331 +11%
WFG
285
Wills Financial Group
Virginia
$4.22M -$7.55K -220 -0.2%
MA
286
MBA Advisors
Pennsylvania
$4.15M +$254K +7,416 +7%
CCG
287
Chatham Capital Group
Georgia
$4.14M +$27.4K +800 +0.7%
SBH
288
Segall Bryant & Hamill
Illinois
$4.07M +$10.3K +300 +0.3%
EFM
289
E Fund Management
China
$4.04M -$587K -17,114 -13%
TW
290
TrinityPoint Wealth
Connecticut
$4.03M -$2.47K -72 -0.1%
FA
291
Fermata Advisors
California
$4M +$764K +22,258 +24%
GA
292
Gateway Advisory
New Jersey
$4M +$75.1K +2,190 +2%
VHAM
293
Van Hulzen Asset Management
California
$3.99M +$271K +7,905 +7%
VCM
294
Versant Capital Management
Arizona
$3.98M -$156K -4,548 -4%
AAP
295
Arax Advisory Partners
Colorado
$3.98M +$133K +3,867 +3%
JF
296
Jump Financial
Illinois
$3.98M +$3.61M +105,325 +1,001%
TBWA
297
Three Bridge Wealth Advisors
California
$3.91M -$20.1K -586 -0.5%
LWM
298
Laidlaw Wealth Management
New York
$3.9M -$132K -3,844 -3%
Bessemer Group
299
Bessemer Group
New Jersey
$3.9M +$686K +19,995 +21%
PWM
300
Perigon Wealth Management
California
$3.87M +$42.9K +1,249 +1%
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