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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 %
TWM
476
TriaGen Wealth Management
California
$1.48M +$40.5K +1,180 +3%
SAM
477
SignalPoint Asset Management
Missouri
$1.47M +$412 +12 +0%
RZH
478
Relyea Zuckerberg Hanson
Connecticut
$1.47M – – –
Renaissance Technologies
479
Renaissance Technologies
New York
$1.44M -$10.7M -310,800 -88%
WP
480
WealthSource Partners
California
$1.44M -$254K -7,403 -15%
WCFA
481
Walkner Condon Financial Advisors
Wisconsin
$1.44M +$69.4K +2,023 +5%
JWCA
482
J.W. Cole Advisors
Florida
$1.42M +$347K +10,103 +32%
GCIG
483
Grand Central Investment Group
Florida
$1.4M -$45.6K -1,330 -3%
CA
484
Clearstead Advisors
Ohio
$1.4M +$61.1K +1,781 +5%
BWM
485
Birchcreek Wealth Management
Ohio
$1.4M +$1.4M +40,882 New
LNC
486
Lincoln National Corp
Pennsylvania
$1.4M +$929K +27,083 +198%
CS
487
Credit Suisse
Switzerland
$1.39M -$3.29M -95,792 -70%
MNBTD
488
Moody National Bank Trust Division
Texas
$1.39M – – –
CWS
489
Confluence Wealth Services
Pennsylvania
$1.38M +$197K +5,813 +17%
HCM
490
Hengehold Capital Management
Ohio
$1.38M +$903K +26,321 +188%
ARC
491
Advisor Resource Council
Texas
$1.38M +$1.38M +40,062 New
V
492
Veritable
Delaware
$1.37M +$92.3K +2,690 +7%
PFP
493
Pinnacle Financial Partners
Tennessee
$1.37M -$548K -15,968 -29%
TC
494
TAP Consulting
Missouri
$1.36M -$14K -409 -1%
WCM
495
Whitener Capital Management
North Carolina
$1.33M -$6.72K -196 -0.5%
S
496
SignatureFD
Georgia
$1.31M -$343 -10 -0%
SCA
497
Snowden Capital Advisors
New York
$1.3M – – –
BWP
498
Baldwin Wealth Partners
Massachusetts
$1.3M +$1.3M +37,780 New
IAA
499
Independent Advisor Alliance
North Carolina
$1.26M +$1.26M +36,836 New
SF
500
Synovus Financial
Georgia
$1.25M -$259K -7,554 -17%
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