IAU icon

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 %
DRS
326
Deane Retirement Strategies
Louisiana
$3.43M -$36.6K -1,066 -1%
BFM
327
Boston Financial Management
Massachusetts
$3.4M +$1.08M +31,332 +46%
AWM
328
Apollon Wealth Management
South Carolina
$3.37M -$456K -13,282 -12%
SMDAM
329
Sumitomo Mitsui DS Asset Management
Japan
$3.36M +$2.16M +62,940 +180%
JPG
330
Jordan Park Group
California
$3.35M +$1.69M +49,340 +102%
WP
331
Wealthspan Partners
Iowa
$3.34M +$160K +4,661 +5%
FDCDDQ
332
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.32M -$92.3K -2,690 -3%
ZCM
333
Ziegler Capital Management
Illinois
$3.32M – – –
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$3.32M -$480K -14,000 -13%
WF
335
Welch & Forbes
Massachusetts
$3.31M +$3.31M +96,381 New
BAM
336
Belpointe Asset Management
Nevada
$3.3M -$349K -10,172 -10%
OFW
337
Omnia Family Wealth
Florida
$3.28M -$47.7K -1,391 -1%
UB
338
UMB Bank
Missouri
$3.28M +$85.4K +2,490 +3%
VCP
339
Verus Capital Partners
Arizona
$3.22M -$3.89M -76,816 -55%
WA
340
Wealth Alliance
New York
$3.22M +$5.52K +161 +0.2%
EC
341
Estate Counselors
Wisconsin
$3.16M +$130K +3,800 +4%
AAS
342
Avantax Advisory Services
Texas
$3.13M -$33.5K -975 -1%
WSTAM
343
Wilbanks Smith & Thomas Asset Management
Virginia
$3.1M +$183K +5,342 +6%
OPS
344
Orion Portfolio Solutions
Nebraska
$3.08M -$404K -11,778 -12%
PCWA
345
Pacific Capital Wealth Advisors
California
$3.04M +$2.11M +61,575 +227%
SW
346
SVB Wealth
Massachusetts
$3.03M +$85.5K +2,493 +3%
SIA
347
Sage Investment Advisers
New York
$3.03M -$51.5K -1,500 -2%
CS
348
Comerica Securities
Michigan
$3.01M -$87.2K -2,542 -3%
Mitsubishi UFJ Asset Management
349
Mitsubishi UFJ Asset Management
Japan
$3M -$401K -11,697 -12%
HFM
350
Harvest Fund Management
China
$2.97M -$388K -11,300 -12%
12 13
14
15 16