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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 %
HWM
376
HB Wealth Management
Georgia
$2.57M +$12.9K +375 +0.5%
ACM
377
AlphaStar Capital Management
North Carolina
$2.54M +$46K +1,340 +2%
NL
378
NVWM LLC
Pennsylvania
$2.51M +$694K +20,234 +38%
WP
379
WMS Partners
Maryland
$2.48M -$446K -13,000 -15%
GT
380
Glenmede Trust
Pennsylvania
$2.47M -$1.78K -52 -0.1%
IAN
381
Integrated Advisors Network
Texas
$2.47M +$452K +13,175 +22%
WC
382
Weil Company
California
$2.47M +$504K +14,674 +26%
CW
383
CreativeOne Wealth
Kansas
$2.47M -$47.1K -1,373 -2%
MCC
384
Money Concepts Capital
Florida
$2.45M -$690K -20,123 -22%
First Manhattan
385
First Manhattan
New York
$2.44M +$50.9K +1,484 +2%
CCA
386
Cobblestone Capital Advisors
New York
$2.4M -$12K -351 -0.5%
KPWS
387
Kestra Private Wealth Services
Texas
$2.37M -$322K -9,390 -12%
EDRH
388
Edmond de Rothschild Holding
Switzerland
$2.37M +$2.37M +68,950 New
PIMG
389
Patriot Investment Management Group
Tennessee
$2.36M -$168K -4,911 -7%
RVPG
390
Relative Value Partners Group
$2.36M +$76.6K +2,275 +3%
CCA
391
Cadent Capital Advisors
Oklahoma
$2.36M +$690K +20,101 +41%
T
392
TCWP
Ohio
$2.34M +$22.8K +665 +1%
PP
393
Prudential plc
United Kingdom
$2.34M -$4.55M -132,645 -66%
BW
394
Bison Wealth
Georgia
$2.34M +$746K +21,735 +47%
GAM
395
Gould Asset Management
California
$2.33M -$159K -4,643 -6%
BIA
396
Bigelow Investment Advisors
Maine
$2.33M +$112K +3,267 +5%
M
397
MOTCO
Texas
$2.29M +$5.49K +160 +0.2%
FA
398
Flagstar Advisors
New York
$2.29M +$91.7K +2,675 +4%
ASN
399
Advisory Services Network
Georgia
$2.28M +$108K +3,146 +5%
ICP
400
Interchange Capital Partners
Pennsylvania
$2.28M -$81K -2,360 -3%
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