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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 %
JCM
426
J2 Capital Management
Michigan
$1.94M -$830K -24,198 -30%
PWM
427
PBMares Wealth Management
Virginia
$1.93M -$2.09K -61 -0.1%
IC
428
Iconiq Capital
California
$1.93M -$1.92M -56,043 -50%
IC
429
IEQ Capital
California
$1.93M +$33.7K +983 +2%
WAS
430
Winch Advisory Services
Wisconsin
$1.93M -$37.2K -1,083 -2%
OCM
431
One Capital Management
California
$1.92M -$164K -4,781 -8%
FFN
432
Focus Financial Network
Minnesota
$1.91M -$14.5K -422 -0.8%
TSW
433
Thompson Siegel & Walmsley
Virginia
$1.86M – – –
TFA
434
Transamerica Financial Advisors
Florida
$1.86M +$1.86M +54,163 New
FCM
435
Firestone Capital Management
Florida
$1.86M +$214K +6,244 +13%
BRM
436
Boston Research & Management
Massachusetts
$1.85M – – –
CFGF
437
Compass Financial Group (Florida)
Florida
$1.85M +$7.89K +230 +0.4%
BCA
438
Bay Colony Advisors
Massachusetts
$1.84M -$445K -13,310 -19%
TIAM2
439
Tru Independence Asset Management 2
Oregon
$1.84M -$258K -7,522 -12%
MHS
440
M Holdings Securities
Oregon
$1.83M -$26.2K -764 -1%
FAIM
441
Financial Advocates Investment Management
Washington
$1.83M +$1.48M +43,130 +424%
TW
442
Towerpoint Wealth
California
$1.82M -$265K -7,715 -13%
WDL
443
Well Done LLC
Michigan
$1.82M +$47.4K +1,382 +3%
FIM
444
Freedom Investment Management
Connecticut
$1.81M +$1.81M +52,737 New
NAM
445
Nissay Asset Management
Japan
$1.81M – – –
SA
446
Sunesis Advisors
Kansas
$1.79M – – –
AFO
447
Allie Family Office
Florida
$1.78M -$48K -1,400 -3%
CG
448
Colony Group
Massachusetts
$1.78M +$105K +3,047 +6%
WA
449
WBH Advisory
Maryland
$1.78M -$30.7K -932 -2%
APW
450
Austin Private Wealth
Texas
$1.75M -$312K -9,081 -15%
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