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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
1
Sumitomo Mitsui Trust Group
Japan
$997M
2
LPL Financial
2
LPL Financial
California
$219M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.48B
4
PCP
4
Proficio Capital Partners
Massachusetts
$88M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$31.1M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$7.59M
2
Charles Schwab
2
Charles Schwab
California
$142M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$141M
4
UBS Group
4
UBS Group
Switzerland
$275M
5
BA
5
Bridgewater Associates
Connecticut
$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$112M +$2.74M +79,746 +3%
BlackRock
27
BlackRock
New York
$110M +$4.53M +131,942 +4%
Asset Management One
28
Asset Management One
Japan
$105M +$20.8M +607,315 +25%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$93.3M -$28.9M -841,589 -24%
FFA
30
First Foundation Advisors
California
$88.1M -$1.57M -45,868 -2%
PCP
31
Proficio Capital Partners
Massachusetts
$88M +$46.3M +2,718,337 +111%
BA
32
Bridgewater Associates
Connecticut
$81.3M -$33.7M -983,505 -29%
TAM
33
Tocqueville Asset Management
New York
$79.8M +$15.5M +451,241 +24%
PA
34
PFG Advisors
Arizona
$72.4M -$1.59M -19,747 -2%
MB
35
Mizuho Bank
Japan
$68.6M – – –
TA
36
Tiedemann Advisors
New York
$67.1M +$4.81M +140,157 +8%
FLPIM
37
F.L. Putnam Investment Management
Massachusetts
$65.9M +$1.73M +50,300 +3%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$65.6M +$10.1M +293,328 +18%
MD
39
Money Design
Japan
$65.2M -$8.05M -234,702 -11%
CTC
40
Central Trust Company
Missouri
$63.9M -$1.9M -55,322 -3%
AL
41
Arnhold LLC
New York
$62M – – –
NFG
42
Nadler Financial Group
Illinois
$61.5M +$418K +12,178 +0.7%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$58.8M -$2.54M -74,046 -4%
Cerity Partners
44
Cerity Partners
New York
$57.9M +$12.5M +362,910 +27%
Franklin Resources
45
Franklin Resources
California
$57.2M -$4.48M -130,701 -7%
HF
46
HRT Financial
New York
$56.4M +$26.9M +781,278 +91%
Northern Trust
47
Northern Trust
Illinois
$55.7M +$5.96M +173,751 +12%
MCM
48
Moon Capital Management
New York
$53.4M – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$53M +$1.77M +51,732 +3%
GAG
50
GM Advisory Group
New York
$51.7M -$33.6M -979,307 -39%
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