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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
+$47M
4
PCP
Proficio Capital Partners
Massachusetts
+$46.3M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$31.1M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$125M
2
Charles Schwab
Charles Schwab
California
-$112M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$73.5M
4
UBS Group
UBS Group
Switzerland
-$45.5M
5
BA
Bridgewater Associates
Connecticut
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Advisornet Financial
Minnesota
$3.86M +$147K +4,295 +4%
SCI
302
Stableford Capital II
Arizona
$3.85M -$35.5K -1,053 -0.9%
IC
303
Inscription Capital
Texas
$3.83M -$189K -5,510 -5%
WA
304
Wealthstar Advisors
Texas
$3.81M +$311K +9,049 +9%
SGI
305
Summit Global Investments
Utah
$3.79M +$2.28M +66,591 +152%
AIM
306
Alhambra Investment Management
Florida
$3.76M +$6.21K +181 +0.2%
CA
307
Cetera Advisors
Colorado
$3.76M +$329K +9,603 +10%
CA
308
Corrado Advisors
New Jersey
$3.75M -$57.4K -1,674 -2%
RFO
309
RiverGlades Family Offices
Florida
$3.72M -$19.7K -575 -0.5%
GI
310
Glovista Investments
New Jersey
$3.71M +$3.71M +107,564 New
CCG
311
Cypress Capital Group
Florida
$3.69M -$61.5K -1,794 -2%
PFO
312
Pathstone Family Office
New Jersey
$3.68M +$40.5K +1,180 +1%
WT
313
Whittier Trust
California
$3.66M -$757K -22,063 -17%
AssetMark Inc
314
AssetMark Inc
California
$3.64M -$254K -7,392 -7%
EPM
315
Elm Partners Management
Pennsylvania
$3.62M -$2.87M -83,751 -44%
AI
316
Atria Investments
North Carolina
$3.61M +$256K +7,462 +8%
RC
317
Roundview Capital
New Jersey
$3.6M +$1.65K +48 +0%
AWP
318
Accretive Wealth Partners
New Jersey
$3.6M -$44.9K -1,308 -1%
PHAM
319
Palisades Hudson Asset Management
Florida
$3.58M +$29K +844 +0.8%
HSBC Holdings
320
HSBC Holdings
United Kingdom
$3.56M +$3.56M +103,850 New
F4L
321
Fortune 45 LLC
Louisiana
$3.55M +$1.62M +47,357 +84%
CL
322
COWA LLC
Oklahoma
$3.51M +$166K +4,835 +5%
HW
323
Hamilton Wealth
California
$3.48M +$273K +7,968 +9%
DL
324
DOHJ LLC
Washington
$3.48M +$1.41M +41,002 +68%
DA
325
DCF Advisers
Connecticut
$3.43M – – –
11 12
13
14 15