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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 %
SW
451
SlateStone Wealth
Florida
$1.7M -$122K -3,550 -7%
AWM
452
Avior Wealth Management
Nebraska
$1.7M -$136K -3,960 -7%
AWA
453
Arete Wealth Advisors
Illinois
$1.69M +$190K +5,548 +13%
ML
454
McAdam LLC
Pennsylvania
$1.66M +$1.32M +38,464 +384%
ST
455
Sageworth Trust
Pennsylvania
$1.65M – – –
RF
456
Resolute Financial
Massachusetts
$1.63M +$1.63M +47,600 New
PIA
457
Perennial Investment Advisors
California
$1.63M +$1.63M +47,640 New
NCM
458
Northside Capital Management
Oregon
$1.62M – – –
EAMA
459
EFG Asset Management (Americas)
Florida
$1.59M -$31.7M -728,218 -95%
CWM
460
Centric Wealth Management
Illinois
$1.59M +$93.3K +2,720 +6%
AAS
461
Ameritas Advisory Services
Nebraska
$1.58M +$366K +10,666 +30%
HSA
462
Hussman Strategic Advisors
Maryland
$1.57M -$3.46M -100,900 -69%
HCC
463
Hirtle Callaghan & Co
Pennsylvania
$1.56M – – –
MA
464
Mosaic Advisors
Texas
$1.56M -$282K -8,213 -15%
JCA
465
January Capital Advisors
California
$1.53M -$33.9K -988 -2%
BSW
466
Buckingham Strategic Wealth
Missouri
$1.52M -$64K -1,865 -4%
ECM
467
Evergreen Capital Management
Washington
$1.52M -$227K -6,616 -13%
CI
468
CX Institutional
Indiana
$1.52M +$1.52M +44,134 New
GW
469
GW & Wade
Massachusetts
$1.51M +$213K +6,199 +16%
WIA
470
World Investment Advisors
California
$1.51M +$264K +7,881 +21%
IWC
471
Integrated Wealth Concepts
Massachusetts
$1.5M +$602K +17,542 +67%
NEAM
472
New England Asset Management
Connecticut
$1.5M – – –
VWA
473
Visionary Wealth Advisors
Illinois
$1.49M -$250K -7,293 -14%
BO
474
Bank OZK
Arkansas
$1.48M -$35.6K -1,039 -2%
Brown Advisory
475
Brown Advisory
Maryland
$1.48M +$1.03M +30,127 +232%
17 18
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