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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 %
CPM
401
Connective Portfolio Management
New York
$2.28M +$1.14M +33,152 +100%
FMN
402
Financial Management Network
California
$2.25M +$31.2K +911 +1%
RFC
403
Regions Financial Corp
Alabama
$2.23M -$74.4K -2,167 -3%
LNWTC
404
Laird Norton Wetherby Trust Company
Washington
$2.22M -$101K -2,931 -4%
BAAM
405
Baker Avenue Asset Management
California
$2.21M +$953K +27,761 +76%
RVM
406
Robinson Value Management
Texas
$2.19M -$5.25K -153 -0.2%
SB
407
Simmons Bank
Arkansas
$2.18M -$4.22M -122,983 -66%
Lido Advisors
408
Lido Advisors
California
$2.16M -$188K -5,489 -8%
Allianz Asset Management
409
Allianz Asset Management
Germany
$2.16M -$1.08M -31,400 -33%
GVAG
410
Great Valley Advisor Group
Delaware
$2.15M +$2.15M +62,646 New
ICM
411
Intrepid Capital Management
Florida
$2.15M – – –
DI
412
DFPG Investments
Utah
$2.13M +$6.58K +203 +0.3%
BOC
413
Bull Oak Capital
California
$2.13M +$2.13M +62,103 New
RJT
414
Raymond James Trust
Florida
$2.13M -$24.5K -714 -1%
FTA
415
Financial & Tax Architects
Missouri
$2.12M +$447K +13,037 +27%
PRS
416
Pinkerton Retirement Specialists
Idaho
$2.07M +$1.79M +52,042 +624%
LWM
417
Liberty Wealth Management
California
$2.06M -$10.5K -306 -0.5%
AFP
418
Ausdal Financial Partners
Iowa
$2.03M +$604K +17,599 +42%
FFM
419
Fullerton Fund Management
Singapore
$2M +$2M +58,317 New
WG
420
Winton Group
United Kingdom
$2M – – –
UCFA
421
United Capital Financial Advisors
Texas
$1.99M -$11.1K -324 -0.6%
PGF
422
Plan Group Financial
Oklahoma
$1.98M +$1.98M +57,649 New
AIP
423
Almanack Investment Partners
Pennsylvania
$1.96M -$209K -6,101 -10%
RWA
424
RGT Wealth Advisors
Texas
$1.96M – – –
CC
425
Cadinha & Co
Hawaii
$1.94M -$119K -3,474 -6%
15 16
17
18 19