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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 %
MCM
351
Mengis Capital Management
Oregon
$2.95M +$22K +640 +0.7%
New York State Common Retirement Fund
352
New York State Common Retirement Fund
New York
$2.95M -$223K -6,500 -7%
Wellington Management Group
353
Wellington Management Group
Massachusetts
$2.95M -$223K -6,500 -7%
DFA
354
Delta Financial Advisors
Louisiana
$2.95M -$1.72K -50 -0.1%
WAP
355
Wealthcare Advisory Partners
Pennsylvania
$2.94M +$2.94M +85,778 New
BOTW
356
Bank of the West
California
$2.94M +$2.94M +85,604 New
BIP
357
Blueprint Investment Partners
North Carolina
$2.9M -$7.97M -232,357 -73%
AA
358
Altman Advisors
Illinois
$2.9M +$588K +17,603 +25%
TPWM
359
Twelve Points Wealth Management
Massachusetts
$2.88M +$2.88M +83,909 New
BC
360
Brio Consultants
California
$2.84M -$1.66M -50,380 -37%
TM
361
Tikvah Management
North Carolina
$2.82M +$1.1M +31,980 +64%
GCWM
362
Graham Capital Wealth Management
District of Columbia
$2.81M -$1.68M -48,837 -37%
Nomura Asset Management
363
Nomura Asset Management
Japan
$2.74M -$2.66M -77,400 -49%
MAS
364
Madden Advisory Services
Florida
$2.73M +$154K +4,483 +6%
CUAMC
365
China Universal Asset Management Company
China
$2.71M -$103K -3,000 -4%
WTC
366
WhitTier Trust Company
Nevada
$2.71M +$344K +10,030 +15%
SPFA
367
Summit Place Financial Advisors
New Jersey
$2.68M -$65.2K -1,900 -2%
CGA
368
Crescent Grove Advisors
Illinois
$2.68M -$171K -4,987 -6%
OPA
369
Old Port Advisors
Maine
$2.65M +$159K +4,726 +6%
BCI
370
Brinker Capital Investments
Pennsylvania
$2.62M -$749K -21,830 -22%
PFS
371
Prospera Financial Services
Texas
$2.6M -$60.8K -1,771 -2%
VIA
372
Vident Investment Advisory
Georgia
$2.6M +$2.07M +60,257 +389%
BEI
373
Benjamin Edwards Inc
Missouri
$2.59M +$893K +26,023 +53%
OC
374
Oppenheimer & Co
New York
$2.58M -$1.56M -45,476 -38%
GI
375
Gradient Investments
Minnesota
$2.57M +$171K +4,988 +7%
13 14
15
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