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iShares Gold Trust
IAU

Overview Fund Activity

955 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 269 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-49
Holders Change %
-4.88%
% of All Funds
16.51%
Holding in Top 10
99
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-18.85%
% of All Funds
1.71%
New
59
Increased
269
Reduced
427
Closed
90
Calls
$66.7M
Puts
$4.5M
Net Calls
+$62.2M
Net Calls Change
+$15.2M

Top Buyers

1
Jane Street
Jane Street
New York
+$264M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$47M
3
LPL Financial
LPL Financial
California
+$17.3M
4
Citigroup
Citigroup
New York
+$14.9M
5
PCA
Personal Capital Advisors
California
+$12.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$92M
2
PCP
Proficio Capital Partners
Massachusetts
-$86.4M
3
Wells Fargo
Wells Fargo
California
-$72.5M
4
FFA
First Foundation Advisors
California
-$59.2M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
476
SevenOneSeven Capital Management
Pennsylvania
$1.07M +$163K +5,157 +18%
UFF
477
USA Financial Formulas
Michigan
$1.06M +$57.5K +1,823 +6%
GC
478
Gibson Capital
Pennsylvania
$1.06M +$3.88K +123 +0.4%
CPM
479
Connective Portfolio Management
New York
$1.05M -$1.05M -33,152 -50%
HFP
480
Holistic Financial Partners
Indiana
$1.04M – – –
GRP
481
Global Retirement Partners
California
$1.04M +$96.8K +3,125 +10%
VAM
482
Verity Asset Management
North Carolina
$1.04M +$1.04M +32,927 New
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$1.03M – – –
PCTC
484
Perkins Coie Trust Company
Washington
$1.02M +$10.2K +325 +1%
PWM
485
PBMares Wealth Management
Virginia
$1.02M -$755K -23,950 -43%
SAM
486
Strategy Asset Managers
California
$1M -$9.62K -305 -1%
BA
487
Bristlecone Advisors
Washington
$997K -$79K -2,508 -7%
VWA
488
Visionary Wealth Advisors
Illinois
$994K -$371K -11,768 -27%
UCB
489
United Community Bank
South Carolina
$990K – – –
SAM
490
Simplify Asset Management
Nevada
$988K +$684K +21,699 +225%
FA
491
Forefront Analytics
Pennsylvania
$987K – – –
BA
492
Ballew Advisors
Mississippi
$978K -$1.65K -52 -0.2%
EL
493
EMFO LLC
Florida
$978K – – –
IFS
494
Ifrah Financial Services
Arkansas
$973K -$27.7K -879 -3%
RZH
495
Relyea Zuckerberg Hanson
Connecticut
$970K -$380K -12,050 -28%
GBT
496
Grove Bank & Trust
Florida
$962K +$585K +18,557 +155%
BFS
497
Bard Financial Services
Connecticut
$954K -$78.8K -2,500 -8%
S
498
SignatureFD
Georgia
$943K -$257K -8,142 -21%
WJWM
499
Williams Jones Wealth Management
New York
$914K +$16.3K +518 +2%
CP
500
Castleview Partners
Texas
$911K +$906K +28,731 +17,957%
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